Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
Regulatory History
Clean regulatory record
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 may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. He also owns 50% of an investment property and coaches youth volleyball, dedicating about a quarter of his time to coaching during the season.
Employment History
Current Registrations
Lexaurum Advisors
September 2020 - Present · 5 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2012 - September 2020 · 8 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
August 2008 - September 2020 · 12 yrs 1 mo
State Registrations2 states
MOTX
Advisor
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
No exam information available for this advisor.