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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,493 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,493 clients
Average Client Portfolio
$779K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee of 1.5% based on assets under management. For the LPL Model Wealth Portfolios program, the total account fee is subject to a maximum of 1.75%, with SCS's portion no more than 1.5%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 9 mos
LPL Financial LLCBroker
July 2020 - Present · 6 yrs 3 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 Registrations11 states
AKAZCACOIDMNOHORTXUTWA
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.