Matthew Wiegele
Matthew Wiegele is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Oceanside, CA, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
2178 Vista Way, Suites E4, Oceanside, CA, 92054
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Regulatory History (1)
Customer Dispute
June 2018Other Business Activities
Matthew serves as a co-trustee for the Wiegele Family Trust, managing rental properties and tenant issues. This requires minimal time each month.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
Navy Federal Asset Management, LLC
State Registrations17 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.