Matthew Smith is a registered investment advisor at Halter Ferguson Financial INC, based in Carmel, IN, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 274 clients with $490M 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 | 1.00% |
| $1M+ | 0.50% |
Minimum client relationship size is generally $1,000,000, but this amount is negotiable. For clients with concentrated investments using options strategies, the fee schedule is: - First $5,000,000 — 1.00% per year - Over $5,000,000 — 0.50% per year
Fee Estimator
Location
13080 Grand Blvd., Suite 130, Carmel, IN, 46032
Get directionsHistory
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 Activities
Matthew is a managing member of Good Soil Investment Management, LLC, an exempt reporting adviser, since 2021. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Halter Ferguson Financial INC
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.