Matthew Peck is a registered investment advisor at Amicus Financial Advisors, LLC, based in Lubbock, TX, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
7021 Kewanee Ave, 4-102, Lubbock, TX, 79424
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Regulatory 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 Activities
Matthew is involved in two investment-related businesses, JMB Investment Group, LLC, and MBRJ Investments, Inc., both focused on real estate investments. He spends about 10-20% of his time on these businesses, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
Previous Registrations
Warren Financial Services, LLC
Amicus Financial Advisors, L.L.P.
Evensky & Katz, LLC
Mcdonald Capital Management
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.