MC
MC

Matthew Canine

20 Years of Experience
Broker

Matthew Canine is a registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,194 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,194 clients
Average Client Portfolio
$485K average
Assets Under Management
$579.1M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Epg Wealth Management LLC
June 2019 - Present · 6 yrs 10 mos
Arkadios CapitalBroker
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Acg Wealth INC.
March 2019 - November 2020 · 1 yr 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2019 · 8 mos
Strategic Advisers LLC
October 2007 - July 2018 · 10 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2005 - March 2019 · 13 yrs 6 mos
State Registrations4 states
GAOKTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Canine - Financial Advisor | TrueAdvisor