Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Advisor Information
Office location
2603 Rainbow Dr,, Cedar Falls, IA, 50613
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 is a manager and 20% owner of Palmers Family Fun amusement center, dedicating about a quarter of his time to operating the park. He also works as an insurance agent, spending about 10-20% of his time servicing clients. Finally, Matthew is a manager at Hidden Pines land development, but spends no time on this business.