Matthew Mcgowan
Matthew Mcgowan is a registered investment advisor at Aptus Capital Advisors, LLC, based in St. Petersburg, FL, with 9 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 12,707 clients with $14B 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 | 0.75% |
Standard portfolio management fee initiates at 0.75% of assets under management and is negotiable. Options overlay services and exchange-traded funds involve additional fees.
Fee Estimator
Location
320 1st Ave N, St. Petersburg, FL, 33701
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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
Aptus Capital Advisors, LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
State Registrations53 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.
Exams
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