Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management, as detailed in the Investment Advisory Contract. Fees are negotiable. The firm requires a minimum asset level of $5,000 to participate in the CAAP platform. Households above $500,000 in AUM, the annualized advisor's fee includes tax planning and preparation in conjunction with Capital Tax and Consulting. Households above $1,000,000 in AUM qualify for a Living Trust, Will(s) or Power of Attorney documents by the Trust and Will Center or an approved Estate planning firm.
Areas of Practice
Advisor Information
Office location
608 S.W. 3rd St., Lee'S Summit, MO, 64063
Get directionsRegulatory 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 ActivitiesSells Insurance
Matthew works as an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending full-time hours on advisory and trading activities.