Matthew Price
Matthew Price is a CFP-designated registered investment advisor at Clear Trail Advisors, LLC, based in Houston, TX, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 376 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Trail Advisors charges a maximum of 1.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances and account type. Family members' account values can be combined to potentially lower the fee. Fees are deducted directly from your account with written authorization.
Location
5847 San Felipe St., Suite 950, Houston, TX, 77057
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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 is an investment adviser at Steward Partners Investment Advisory LLC and owner of The Price Group, a support company. He is also an agent for Steward Partners Global Advisory, installing non-variable insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Clear Trail Advisors, LLC
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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.