Matthew Mcintyre
Matthew Mcintyre is a registered investment advisor at Peak American Investment Advisors, INC., based in Plano, TX, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $160M 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 $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are calculated based on average daily market value, paid monthly in arrears, and are negotiable.
Fee Estimator
Location
2400 Dallas Parkway, Ste 100, Plano, TX, 75093
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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 →Other Business ActivitiesSells Insurance
Matthew is the President/CEO of Peak American Financial Group, Inc. for insurance sales, and President/CEO, Shareholder, and Trustee for the 401(k) plan of Peak American Financial Companies, Inc. He is also a member of inactive entities Cashin, LLC and Secure Legacy, LLC.
Employment History
Current Registrations
Peak American Investment Advisors, INC.
Previous Registrations
Ae Wealth Management, LLC
Secure Investment Management, LLC
State Registrations3 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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