MC
CFP
MC
CFP

Matthew Collins

15 Years of Experience
Columbus, OH
Sells Insurance

Matthew Collins is a CFP-designated registered investment advisor at Ggm Financial LLC, based in Columbus, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 423 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
423 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$513.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $3.0M0.85%
$3M+0.65%

Fees are assessed on a blended schedule and billed quarterly in advance. GGM Financial may group related client accounts for householding purposes. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2492 W Dublin Granville Rd., Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew sells fixed insurance as an agent, dedicating about 10-20% of his time. He also owns Turk 21 Enterprises, LLC and MT21 Enterprises, LLC, both created to facilitate investment-related activities, but these take minimal time.

Employment History
Current Registrations
Ggm Financial LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
October 2018 - October 2023 · 5 yrs
Commonwealth Financial NetworkBroker
October 2018 - October 2023 · 5 yrs
Nationwide Securities, LLC
August 2013 - October 2018 · 5 yrs 2 mos
Nationwide Securities, LLCBroker
August 2013 - October 2018 · 5 yrs 2 mos
Prudential Financial Planning Services
March 2012 - July 2013 · 1 yr 4 mos
Pruco Securities, LLC.Broker
May 2011 - July 2013 · 2 yrs 2 mos
State Registrations2 states
OHTX
Advisor

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.

Exams
No exam information available for this advisor.
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