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Matthew Motelson

Advice and Planning Services
11 Years of Experience
Charlotte, NC
1 DisclosureBroker
View SEC Summary
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Matthew Motelson is a registered investment advisor at Advice and Planning Services, based in Charlotte, NC, with 11 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC, 28262

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advice and Planning Services
August 2023 - Present · 3 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLC
June 2023 - Present · 3 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
January 2020 - June 2023 · 3 yrs 5 mos
Hsbc Securities (USA) INC.Broker
August 2014 - November 2017 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
November 2012 - January 2014 · 1 yr 2 mos
State Registrations22 states
AZCACODEFLGAILINKYMAMDMINCNJNYOHORPASCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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