Matthew Mai
Matthew Mai is a registered investment advisor at Price Financial Group Wealth Management, INC., based in Portland, OR, 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, Insurance Planning, and 3 more. Their firm serves 549 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Price Financial charges a fee for managing your investments, which includes advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.65%. The fee is calculated monthly based on the average daily balance of your account. Fees may vary based on the size of the account, complexity of the portfolio, or other agreed-upon reasons. Employees and their families may receive reduced fees.
Location
7160 SW Fir Loop, Suite 201, Portland, OR, 97223
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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 is a licensed life and health insurance producer since 2009, dedicating a few hours per week to this activity. He is also the principal of Price Financial Group and a managing member of Price Financial Group Accounting & Tax, LLC, spending about 10 hours per week and about 10-20% of his time, respectively, on these roles.
Employment History
Current Registrations
Price Financial Group Wealth Management, INC.
Previous Registrations
Cwm, LLC
Price Financial Group Wealth Management
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations2 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.