Matthew Giles is a CFP-designated registered investment advisor at Structure Wealth Partners LLC, based in Orlando, FL, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 42 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Fees are negotiable. SWP may pay sub-advisors or TPM for use of their platform out of this fee or the TPM fee may be charged directly to the client account. If SWP determines to utilize the services of SyntheticFi, they charge an Annual Management fee of 0.50% of the loan amount.
Fee Estimator
Location
450 S Orange Ave, 3rd Floor, Orlando, FL, 32801
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 Activities
Matthew is a board member of the University Club of Winter Park, dedicating minimal time to reviewing reports and voting on issues. He also provides administrative and technical support to Tres Bich LLC dba Joan Giles Collection, a jewelry store, spending minimal time on this activity as well.
Employment History
Current Registrations
Structure Wealth Partners LLC
Previous Registrations
Collaborative Wealth
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Metlife Securities INC.Broker
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.