Matthew Curtis
Matthew Curtis is a registered investment advisor at Alpha Retirement Wealth, LLC, based in Gold River, 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 Insurance Planning, Investment Management, Retirement Planning. Their firm serves 50 clients with $24M 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% |
Advisory fees are negotiable.
Fee Estimator
Location
2377 Gold Meadow Drive, #100, Gold River, CA, 95670
Get directionsHistory
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 ActivitiesSells Insurance
Matthew works as an area manager for Asurea Insurance Services since 2015, selling life insurance and annuities. This activity takes a full-time commitment.
Employment History
Current Registrations
Alpha Retirement Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Springer Financial Advisors
State Registrations2 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.