MS
MS

Matthew Salyer

3 Years of Experience
Salinas, CA
Broker

Matthew Salyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Salinas, CA, with 3 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 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1611 Bunker Hill Way Ste 140, Salinas, CA, 93906

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is opening an LLC holding company that will own 10% of a deodorant startup. He also leads paddleboard and kayak trips and is involved with the Salinas Valley Chamber of Commerce, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
State Registrations9 states
AZCACOMANCNHNVORVA
AdvisorBrokerBoth

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
No exam information available for this advisor.