Matthew Williams is a CFP-designated registered investment advisor at Impact Advisors Group, based in Duxbury, MA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 79 clients with $48M 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 $250K | 1.15% |
| $250K - $600K | 1.05% |
| $600K - $1.5M | 0.95% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Duxbury, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Impact Advisors Group
Previous Registrations
Heritage Investors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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