Matthew Potter is a registered investment advisor at Iwealth, based in Waseca, MN, with 2 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, Investment Management, and 3 more. Their firm serves 731 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iWealth Financial offers investment management services where the maximum annual fee will not exceed 1.90%. Fees are negotiable and are deducted from the account quarterly. For clients with assets held with LPL Financial, fees are billed in advance. For clients with assets held with SEI Investments Company, fees are billed in arrears. Fees charged for third party manager services are in addition to iWealth's advisory fees.
Location
213 15th Avenue Ne, Waseca, MN, 56093
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 under several DBAs for his LPL business, including iWealth Private Client Group, Investment Center Advisor Group, and iWealth. He also owns Matthew Potter Farm, which is not investment-related, dedicating a few hours per week to it.
Employment History
Current Registrations
Iwealth
LPL Financial LLCBroker
State Registrations2 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.