MW
MW

Matthew Walter

2 Years of Experience
Wichita, KS
Broker

Matthew Walter is a registered investment advisor at Global Retirement Partners LLC, based in Wichita, KS, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

10333 East 21st Street North, Suite 203, Wichita, KS, 67206

Get directions

History

Regulatory History
Clean regulatory record

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 Korol Financial Group LLC as a DBA for his LPL business. He also provides investment advisory services through Global Retirement Partners and Korol Financial Group LLC, spending a full-time commitment on these activities.

Employment History
Current Registrations
Global Retirement Partners LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
State Registrations1 state
KS
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.