Matthew Simcox
Matthew Simcox is a registered investment advisor at Ameriprise Financial Services, LLC, based in Longview, TX, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
911 W Loop 281 Ste 113, Longview, TX, 75604
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2024Other Business Activities
Matthew co-owns and manages an Ameriprise business and TWP Operations, LLC, starting in 2025, dedicating about a third of his time to each. He also serves as a deacon and board member, spending minimal time on these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 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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