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Matthew Muench

Raymond James Financial Services Advisors, INC
8 Years of Experience
Wilmington, DE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Muench is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1101 Centre Road, Suite 110, Wilmington, DE, 19805

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is a financial advisor and Vice President of Operations at Bassett, Brosius, Foy & Associates. He also works as an agent for LIFE Brokerage, assessing and selling insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.
October 2022 - Present · 4 yrs
Raymond James Financial Services, INC.Broker
October 2022 - Present · 4 yrs
Previous Registrations
Goldman Sachs Personal Financial Management
June 2019 - June 2022 · 3 yrs
Captrust Financial Advisors
December 2017 - June 2019 · 1 yr 6 mos
State Registrations29 states
AZCACOCTDCDEFLGAILINKYLAMAMDMNMONCNHNJNYORPASCTNTXUTVAVirgin IslandsWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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