Matthew Nigl is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Oshkosh, WI, 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 Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2450 Witzel Avenue, Oshkosh, WI, 54904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is involved in several business activities, including serving as treasurer for a condominium owners association, a partner in tax and accounting firms, and a partner in real estate rental properties. He also works as an Investment Advisor Representative and spends a significant amount of time as a CPA and partner in charge of an office.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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