Matthew Crandall
Matthew Crandall is a registered investment advisor at Next Level Wealth Management, LLC, based in Seal Beach, CA, 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 Investment Management. Their firm serves 8 clients with $5.6M 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% |
Fee Estimator
Location
Seal Beach, CA
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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 Activities
Matthew has a YouTube channel called Fracture YouTube Channel for entertainment purposes, which is not investment related. He dedicates about a quarter of his time to the channel, with minimal time spent during security trading hours.
Employment History
Current Registrations
Next Level Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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