Matthew Henry is a CFP-designated registered investment advisor at Topsail Wealth Management LLC, based in Charlotte, NC, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 240 clients with $1B 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 $900K | 1.00% |
| $900K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.05% |
Client relationships with less than $3 million in assets are subject to a minimum annual fee of the lesser of $9,000 or 1%.
Fee Estimator
Location
10800 Sikes Place, Suite 230, Charlotte, NC, 28277
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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 →Employment History
Current Registrations
Topsail Wealth Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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