Matthew Mathiesen is a CFP-designated registered investment advisor at Integrity Wealth LLC, based in Eugene, OR, with 13 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth's wealth management fees are based on the value of your investments and are paid each quarter. The annual fee can be up to 1.75% of your portfolio, depending on the complexity of your situation and the amount you invest. Fees may be negotiable.
Location
576 Olive Street, Suite 303, Eugene, OR, 97401
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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 →Employment History
Current Registrations
Integrity Wealth LLC
Previous Registrations
Journeytree Financial Advisors
Roehl & Yi Investment Advisors, LLC
Merriman
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Waddell & Reed
Waddell & ReedBroker
Waddell & ReedBroker
J.P. Morgan Securities LLCBroker
Waddell & Reed, INC.Broker
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.