Matthew Choplin is a registered investment advisor at Innovest Strategies LLC, based in Raleigh, NC, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Location
134 Wind Chime Court, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is a partner in Choplin, Harp & Speers, LLC, a tax and management consulting firm, spending about a quarter of his time during tax season. He also has several real estate ventures and is a real estate agent, dedicating minimal time to each.
Employment History
Current Registrations
Innovest Strategies LLC
Previous Registrations
Private Wealth Management of North Carolina LLC
State Registrations1 state
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