Matthew Fuller is a registered investment advisor at Tip Group LLC, based in Houston, TX, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 372 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIP Group charges up to 0.90% annually for portfolio management. This fee is negotiable. TIP Group may direct clients to AssetMark Inc., which has its own fees. If using AssetMark's Advisor Managed Portfolio (AMP), the total fee could be up to 1.05% (TIP's fee plus AssetMark's fee). AssetMark also has proprietary funds with their own fees, potentially bringing the total fee up to 2.00%. Fees are paid monthly or quarterly in advance.
Location
20405 State Highway 249, Suite 640, Houston, TX, 77070
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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 is an insurance agent with The Fitzpatrick Group, LLC and multiple carriers.
Employment History
Current Registrations
Tip Group LLC
Previous Registrations
AXA Advisors, LLCBroker
State Registrations3 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.