Eric Matthews is a registered investment advisor at Edm Capital, LLC, based in Phoenix, AZ, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 69 clients with $58M 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees may be negotiable based upon certain circumstances. Axxcess Wealth, LLC charges 30% of the advisory fee you pay us.
Fee Estimator
Location
3101 N. Central Ave., Ste. 820, Phoenix, AZ, 85012
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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 →Employment History
Current Registrations
Edm Capital, LLC
Previous Registrations
Lourdmurray
Rts Private Wealth Management
State Registrations4 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.