Matthew Maciel
Matthew Maciel is a registered investment advisor at Maciel Wealth Management, based in Overland Park, KS, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 170 clients with $19M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
11863 W 112th St, Suite 100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Criminal
August 1994Other Business Activities
Matthew is a candidate for Kansas House of Representatives, a board member for 1/99, a wrestling official/referee with KSHA, and the principal of Sunflower. Each of these activities takes about 10-20% of his time.
Employment History
Current Registrations
Maciel Wealth Management
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Country Capital Management CompanyBroker
State Registrations3 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.