MK
CFP
MK
CFP

Matthew Krows

11 Years of Experience
Bellevue, WA
BrokerSells Insurance

Matthew Krows is a CFP-designated registered investment advisor at Scs, based in Bellevue, WA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
2,167 clients
Average Client Portfolio
$756K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.

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Location

10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004

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History

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.

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Other Business ActivitiesSells Insurance

Matthew is an agent for non-variable insurance through Ash Brokerage, dedicating a few hours per week. He also provides investment advisory services through SCS as an IAR, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Scs
January 2022 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
July 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLC
July 2020 - August 2022 · 2 yrs 1 mo
Kestra Advisory Services, LLC
February 2019 - July 2020 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
February 2019 - July 2020 · 1 yr 5 mos
Investacorp, INC.Broker
January 2016 - February 2019 · 3 yrs 1 mo
NFP Advisor Services, LLCBroker
September 2014 - December 2015 · 1 yr 3 mos
State Registrations9 states
AKAZCAIDMNOHORUTWA
AdvisorBrokerBoth

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.