Kevin Matthews is a registered investment advisor at Wealth More Enterprise, INC., based in Philadelphia, PA, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $76K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth More offers investment management through a wrap fee program.
For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).
For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.
Location
1900 Market Street, Philadelphia, PA, 19103
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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
Wealth More Enterprise, INC.
Previous Registrations
Wealth More Enterprise, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Capital One Investing, LLCBroker
Capital One Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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