Matthew Goff is a registered investment advisor at Ark Wealth Management, based in Austin, TX, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 298 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable and depend on the client's needs and complexity of the situation. The maximum fee is 1.80% per year.
Fee Estimator
Location
10800 Pecan Park Blvd, Ste 100, Austin, TX, 78750
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 is an insurance agent at Ark Insurance Group since 2017, dedicating a few hours per week to selling insurance products. He also serves as a general partner/owner for GCASCO, LLC, an investment fund, spending minimal time on this activity.
Employment History
Current Registrations
Ark Wealth Management
Previous Registrations
Ark Financial Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.