Matthew Palmgren
Matthew Palmgren is a registered investment advisor at Capital Analysts, based in Worcester, MA, with 14 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, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
57 Cedar Street, Worcester, MA, 01609
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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 ActivitiesSells Insurance
Matthew works as an agent at Clifford & Rano Associates, engaging in writing new insurance business, which takes nearly full-time. He also serves as a board member for Rutland Youth Soccer, dedicating minimal time.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Carrington Investment Services, LLCBroker
Hunthill Capital, LLCBroker
State Registrations18 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.