Matthew Payne is a registered investment advisor at Baker Tilly Wealth Management, LLC, based in Spring, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 753 clients with $5.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
24624 I-45 N, Suite 150, Spring, TX, 77386
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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's salary and variable compensation are paid by Baker Tilly, the parent company of Baker Tilly Wealth Management. He spends all of his time on advisory services with Baker Tilly Wealth Management.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
United Capital Financial Advisers
Mrz Financial Services LLC
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.
Exams
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