Matthew Griffith is a CFP-designated registered investment advisor at Coyle Capital, LLC, based in Paradise Valley, AZ, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coyle Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of your portfolio's value. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration required. Fees are negotiable. You are responsible for custodian fees, brokerage fees, and other third-party fees.
Location
Paradise Valley, AZ
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Regulatory History (1)
Customer Dispute
August 2016Employment History
Current Registrations
Coyle Capital, LLC
Previous Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.