Matthew Toelke is a registered investment advisor at Excelsior Advisor Network LLC, based in Wheat Ridge, CO, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Excelsior Advisor Network charges an annual fee based on the value of your portfolio, not to exceed 1.75%. The fee is calculated based on the value of your portfolio on the last business day of the preceding month and may be billed monthly or quarterly, in arrears or in advance. A minimum account size of $500,000 may apply, but this may be waived at the representative's discretion. For new clients, Excelsior may pay certain transaction charges for up to 180 days to help with the transition.
Location
Wheat Ridge, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as an Investment Advisor Representative at Excelsior Wealth Management since May 2024. This is an investment-related activity and takes nearly full-time hours.
Employment History
Current Registrations
Xcelsior Advisor Partners LLC
Previous Registrations
Excelsior Wealth Management LLC
Paychex Securities CorporationBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.