Matthew Shull
Matthew Shull is a CFP-designated registered investment advisor at Capital Investment Management, INC, based in Lee'S Summit, MO, with 18 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,072 clients with $560M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Sample schedule shown for the WealthPort platform. Cambridge Managed Account Platform rates are slightly higher (starting at 1.32% for the first $500K). Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Location
608 S.W. 3rd St., Lee'S Summit, MO, 64063
Get directionsHistory
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 works as an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending full-time hours on advisory and trading activities.
Employment History
Current Registrations
Capital Investment Management, INC
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 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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