Matthew Walker is a registered investment advisor at Interwise, based in Holladay, UT, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 334 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
3115 East Lion Lane, Suite 160, Holladay, UT, 84121
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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 →Other Business Activities
Matthew owns Inspectus, Inc, providing property inspections (minimal time), is a registered investment advisor providing referrals to Valued Wealth Advisors (minimal time), has ownership stakes in WW Management and Walker Development Group (minimal time each), is part owner/officer of Abbington Senior Living Corporation (about half his time), and is a mortgage loan officer for Intercap Lending (about a quarter of his time). None of these activities involve selling insurance products.
Employment History
Current Registrations
Interwise
Previous Registrations
Independent Financial Group, LLC
State Registrations1 state
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
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