Matthew Dallas is a CFA, CFP-designated registered investment advisor at Portfolio Guide, based in St. Louis, MO, 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 Investment Management. Their firm serves 4 clients with $900K 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 $5.0M | 0.30% |
| $5.0M - $10.0M | 0.27% |
| $10.0M - $25.0M | 0.24% |
| $25.0M - $50.0M | 0.21% |
| $50.0M - $100.0M | 0.18% |
| $100M+ | 0.15% |
Fee Estimator
Location
St. Louis, MO
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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 operates MSMF Wealth Management as a DBA for wealth management, dedicating full-time hours to it. He also serves as treasurer for the Burrough Lane Home Owners Association, spending minimal time collecting dues and paying for lane services.
Employment History
Current Registrations
Portfolio Guide
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Buckingham Strategic Wealth, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Financial Specialists LLCBroker
State Registrations1 state
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