Matthew Ludwick
Matthew Ludwick is a CFP-designated registered investment advisor at Fowler Financial Management, based in Mckinney, TX, with 12 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 38 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fowler Financial Management's fees are negotiated and can be based on a percentage of assets under management, a fixed fee, a percentage of net worth, or commissions from non-variable insurance products. Fees are assessed quarterly in advance and debited from client accounts. New accounts have prorated initial fees. If an account is terminated, a refund of unearned fees is provided, except if the account has not been under fee management for at least two full quarters.
Location
Mckinney, TX
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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.
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Matthew maintains his life/health insurance license in Texas, but is not appointed with any insurance companies and does not currently receive commissions. This activity is not investment-related.
Employment History
Current Registrations
Fowler Financial Management
State Registrations1 state
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