Matthew Bockhorst is a registered investment advisor at Capital Advisers, INC., based in Raleigh, NC, 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 Investment Management. Their firm serves 723 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Advisers charges a percentage of the value of your investments on a quarterly basis. The fee is agreed upon between you and Capital Advisers. There is a minimum annual fee of $1,000, but Capital Advisers has not been enforcing this.
Location
100 East Six Forks Road, Suite 250, Raleigh, NC, 27609
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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 →Employment History
Current Registrations
Capital Advisers, INC.
Previous Registrations
Beacon Pointe Advisors, LLC
State Registrations4 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.