Matthew Hale is a CFP-designated registered investment advisor at Make the Memory Financial Planning, based in Burglengenfeld, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Education Planning, Federal Employees, and 2 more. Their firm serves 38 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMFP offers investment management services for a fee. You can choose to pay either a percentage of your portfolio's value or a fixed fee. The percentage-based fee will not exceed 1.50% annually. If you choose the fixed-fee option, it typically ranges from $3,000 to $25,000 per year, depending on the complexity of your situation. Fees are billed in advance at the beginning of each quarter.
Contact
Matthew Hale
Location
Burglengenfeld
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a co-owner of Primary Acquisitions LLC, a company set up to report costs/gains for rental property, and manages rental properties. He also works for Magellan Federal as a personal financial counselor and tutors for Ascend Learning, LLC for a few hours per week.
Employment History
Current Registrations
Make the Memory Financial Planning
Previous Registrations
Origin Financial
Facet Wealth, INC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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.