Matthew Angel is a CFP-designated registered investment advisor at Angel Legacy Advisors, LLC, based in Lubbock, TX, with 10 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, Investment Management, Retirement Planning. Their firm serves 15 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
12203 Quaker Ave, #10, Lubbock, TX, 79424
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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 →Employment History
Current Registrations
Angel Legacy Advisors, LLC
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
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.