Matthew Weyers is a registered investment advisor at Winch Financial, based in Appleton, WI, with 9 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 4 more. Their firm serves 851 clients with $580M 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 | 2.00% |
| $1M+ | 0.99% |
Fees range from 1.00% to 2.00% for the first $1 million and 0.50% to 0.99% for assets over $1 million. An additional 0.25% is charged if financial planning is included. Fees are negotiable.
Fee Estimator
Location
424 E. Wisconsin Avenue, Appleton, WI, 54911
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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 independent insurance agent since 2011. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Winch Financial
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.
Exams
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