Samuel Matheson
Samuel Matheson is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,280 clients with $9.9B 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 | 1.50% |
Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.
Fee Estimator
Location
100 North Broadway, Albert Lea, MN, 56007
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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 →Other Business ActivitiesSells Insurance
Samuel is a licensed insurance agent with Intellicents Investment Solutions, providing life, accident, and health insurance options to clients as part of their financial plans. This activity requires minimal time each month.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Abg Investment Services INC
State Registrations1 state
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.
Exams
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