Matthew Maloney
Matthew Maloney is a ChFC-designated registered investment advisor at Independent Financial Partners, based in Auburndale, FL, with 15 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
Auburndale, FL
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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 owns Round Table Retirement Partners as a DBA, dedicating significantly more than full-time hours to it. He also works as a fixed insurance agent for Lovett Financial, spending minimal time on this activity.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.