Matthew Poteete
Matthew Poteete is a registered investment advisor at Ameriprise Financial Services, LLC, based in Falls Church, VA, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2901 Telestar Ct, Ste 455, Falls Church, VA, 22042
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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.
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Matthew serves on the Board of Directors, is the Finance Committee Chair, and is an Executive Committee Member for Poteete, dedicating minimal time to each role. Matthew is also an employee of Certainty of the Uncertainty, LLC, spending about a third of his time on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations27 states
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.