Matthew Dorsey
Matthew Dorsey is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Houston, TX, with 5 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
1800 W Loop S, Suite 1900, Houston, TX, 77027
Get directionsHistory
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 operates Wealth Enhancement Group as a DBA for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations8 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
More Advisors
- Thomas Sartor, CFAWealth Enhancement Advisory Services, LLC
- Darryl NelsonWealth Enhancement Advisory Services, LLC
- Juan Martinez, CFPWealth Enhancement Advisory Services, LLC
- Steven Rife, CFA, CFPWealth Enhancement Advisory Services, LLC
- Abraham BarreraWealth Enhancement Advisory Services, LLC
- Richard Alphonso, PFSWealth Enhancement Advisory Services, LLC