Matthew Munyon
Matthew Munyon is a registered investment advisor at M Holdings Securities, INC., based in Omaha, NE, with 9 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
Financial Plaza, 9140 West Dodge Road, Ste 418, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Criminal
April 2006Other Business Activities
Matthew works as a retirement plan administrator for Swartzbaugh Farber & Associates, Inc. since 2019, prospecting for retirement plans, maintaining and reviewing current plans, and providing wealth management for individual clients, taking nearly full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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