Matthew Dockall
Matthew Dockall is a CFP-designated registered investment advisor at Presidio Financial, LLC, based in Houston, TX, with 8 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 116 clients with $54M 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 $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1.0M - $4.0M | 0.55% |
| $4M+ | 0.35% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
550 Post Oak Blvd, Suite 407, Houston, TX, 77027
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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 ActivitiesSells Insurance
Matthew coordinates a church event, spending minimal time per week. He is also a sole proprietor insurance agent since 2017, dedicating about 10-20% of his time to sales and service of insurance products. Finally, Matthew is a managing member of Dockall Financial Stewardship, LLC, a holding company, but spends no time on it.
Employment History
Current Registrations
Presidio Financial, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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