Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,000
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Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Matthew is the owner of M86 Design, a custom woodworking business, since 2020. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2015 - Present · 11 yrs 1 mo
Charles Schwab & CO., INC.Broker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2011 - December 2014 · 3 yrs 2 mos
Edward Jones
October 2009 - September 2011 · 1 yr 11 mos
Edward JonesBroker
September 2009 - September 2011 · 2 yrs
State Registrations2 states
AZCA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.