Matthew Haywood
Matthew Haywood is a registered investment advisor at Krilogy, based in St. Louis, MO, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,153 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling non-variable insurance policies for various insurance companies since 2011, dedicating nearly full-time hours to this. He is also a member of JAK Capital, LLC, which is a D/B/A for his investment advisory business with Krilogy Financial, requiring minimal time.
Employment History
Current Registrations
Krilogy
Previous Registrations
Saxony Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
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.