Matthew Hightower
Matthew Hightower is a registered investment advisor at Momentum Wealth Management, based in Columbus, GA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 269 clients with $65M 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 $500K | 1.65% |
| $500K - $1.0M | 1.40% |
| $1M+ | 1.15% |
Cash is billed at a flat rate of 0.5%. SIMPLE IRAs and fee-based annuities are charged 1.0%. 529 plan accounts are managed at 0.0%. Fees are negotiable.
Fee Estimator
Location
1201 Front Ave., Suite N, Columbus, GA, 31901
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 ActivitiesSells Insurance
Matthew is an independent insurance agent for various independent insurance companies through Momentum Protect LLC since 2018, providing insurance planning. This takes about 10-20% of his time, including time during securities trading hours.
Employment History
Current Registrations
Momentum Wealth Management
Previous Registrations
Momentum Wealth Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
C C F Investments, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations6 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.