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Matthew Maiers
23 Years of Experience
Apex, NC
2 Disclosures
Matthew Maiers is a registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 23 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 307 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
307 clients
Average Client Portfolio
$435K average
Assets Under Management
$133.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
SIMPLE Employer IRA: 1%. 401K Plans and Endowment Funds (plans held with the Firm): 0.65% for assets $0 to $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
56 Hunter Street, Suite 210, Apex, NC, 27502
Get directionsHistory
Regulatory History (2)
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Financial
September 2023Pending
Criminal
September 2002Final Disposition
Employment History
Current Registrations
Hunter Street Investment Advisors LLC
September 2025 - Present · 7 mos
Previous Registrations
Hunter Street Investment Advisors LLC
October 2019 - February 2025 · 5 yrs 4 mos
Hobart Private Capital, LLC
June 2019 - September 2019 · 3 mos
Raymond James Financial Services Advisors, INC
January 2019 - April 2019 · 3 mos
Raymond James Financial Services, INC.Broker
October 2018 - April 2019 · 6 mos
G.F. Investment Services, LLCBroker
May 2017 - October 2018 · 1 yr 5 mos
Fdx Capital LLCBroker
August 2016 - March 2017 · 7 mos
Alt Fund Distributors LLCBroker
March 2016 - August 2016 · 5 mos
Paychex Securities CorporationBroker
October 2014 - September 2015 · 11 mos
Aig Capital Services, INC.Broker
September 2013 - October 2014 · 1 yr 1 mo
Curian Clearing, LLCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Jackson National Life Distributors LLCBroker
November 2008 - December 2009 · 1 yr 1 mo
Capital Brokerage CorporationBroker
June 2007 - November 2008 · 1 yr 5 mos
Transamerica Capital, INC.Broker
December 2006 - June 2007 · 6 mos
Planco Financial Services, LLCBroker
February 2005 - November 2006 · 1 yr 9 mos
American Funds Distributors, INC.Broker
March 2003 - February 2005 · 1 yr 11 mos
Planco Financial Services, INC.Broker
December 2000 - December 2002 · 2 yrs
State Registrations1 state
NC
Advisor
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Exams
No exam information available for this advisor.