Matthew Ogle is a registered investment advisor at Legacy Knight Mfo, LLC, based in Dallas, TX, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 55 clients with $2.2B 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 $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Fixed income solutions are charged 0.30% annually. Minimum annual fee for new families is $187,500, but may be waived.
Fee Estimator
Location
3001 Maple Avenue, Suite 350, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy Knight Mfo, LLC
Previous Registrations
Phoenix Capital Realty Advisors, LLC
Crow Holdings Capital
Credit Suisse Securities (USA) LLC
RBC Capital Markets Corporation
State Registrations1 state
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