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Matthew Beaver

12 Years of Experience
Argyle, TX
2 Disclosures

Matthew Beaver is a registered investment advisor at Inspire Advisors, LLC, based in Argyle, TX, with 12 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 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

Argyle, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2020
Final
Regulatory
May 2020
Final
Other Business Activities

Matthew works as a business development manager for Factur, prospecting for clients in the manufacturing space. This role takes Matthew full-time, with 24 hours during trading hours.

Employment History
Current Registrations
Inspire Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Grit Wealth Management
August 2018 - January 2020 · 1 yr 5 mos
Ameriprise Financial Services, INC.
July 2015 - January 2018 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2015 - January 2018 · 2 yrs 6 mos
Edward Jones
November 2008 - July 2015 · 6 yrs 8 mos
Edward JonesBroker
October 2008 - July 2015 · 6 yrs 9 mos
State Registrations1 state
TX
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.