Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Minimum annual advisory fee of $20,000 for new clients as of April 1, 2023. Existing clients are not subject to this minimum. Any portion of a client account that is invested in shares of the FPA Queens Road Funds will be excluded from our Quarterly Advisory Fee calculation.
Fee Estimator
Location
1031 South Caldwell St, Suite 200, Charlotte, NC, 28203
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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 Activities
Matthew is a member of the investment committee for Camp Luck, a non-profit organization. He spends minimal time on this investment-related activity, and none during trading hours.
Employment History
Current Registrations
Bragg Financial Advisors INC
Previous Registrations
Queens Road Securities, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
T3 Trading Group, LLCBroker
TradekingBroker
Synergy Investment Group, LLCBroker
Pruco Securities, LLC.Broker
Assent LLCBroker
Assent 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.