Matthew Moulton
Matthew Moulton is a CFP-designated registered investment advisor at Signature Financial Services, LTD, based in Arlington Heights, IL, with 7 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 343 clients with $230M 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 $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. In addition to the Investment Advisor Fee, the maximum firm Investment Management Fee is 0.20% (20bps) of total assets under management (AUM) for the Independent Fund Model Program (WRAP).
Fee Estimator
Location
855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005
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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 associate financial planner at Signature Advisors Group and an investment advisor representative at Signature Financial Services. He also works as an agent/broker selling traditional insurance products through Signature Brokerage Services, Ltd.
Employment History
Current Registrations
Signature Financial Services, LTD
First Heartland Capital, INC.Broker
State Registrations23 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.