David Matz is a CFP-designated registered investment advisor at Edward Jones, based in Asheville, NC, with 16 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1200 Ridgefield Blvd Ste 258, Asheville, NC, 28806
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Regulatory History (1)
Customer Dispute
August 2026Other Business Activities
David owns and manages multiple rental properties in Asheville, NC, dating back to 2001. He spends minimal time per week on each property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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.
Exams
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