Matthew White
Matthew White is a registered investment advisor at White Mcgowan, based in Little Rock, AR, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.00% |
Fees are negotiable for accounts over $5,000,000. This fee schedule applies when Altruist or AFS is used. There are separate fee schedules when Symmetry is used.
Fee Estimator
Location
400 West Capitol Avenue, Suite 2891, Little Rock, AR, 72201
Get directionsHistory
Regulatory History (4)
Regulatory
June 2021Regulatory
November 2019Regulatory
June 2018Employment Separation After Allegations
May 2018Other Business ActivitiesSells Insurance
Matthew owns several real estate investment properties and spends no time on them. He also owns OMS Consulting, LLC, where he supervises business operations for about 10-20% of his time, and is an independent insurance agent.
Employment History
Current Registrations
White Mcgowan
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.