Matthew Smith is a registered investment advisor at Fairway Asset Management, LLC, based in Omaha, NE, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 82 clients with $110M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule is for Balanced and all Equity Portfolios. All Fixed Income Portfolio: Up to $1,000,000: 0.60%, Next $4,000,000: 0.50%, In excess of $5,000,000: 0.40%
Fee Estimator
Location
17445 Arbor Street, Suite 200, Omaha, NE, 68130-4645
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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
Fairway Asset Management, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
Cor Clearing LLCBroker
TD Ameritrade, INC.Broker
State Registrations10 states
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