Matthew Weyers is a registered investment advisor at Winch Financial, based in Appleton, WI, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 851 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winch Financial offers investment management services where they manage your investments based on your individual needs. The annual fee is a percentage of the value of your portfolio, and the exact fee is agreed upon before you become a client. The fee generally ranges from 1.00% to 2.00% on the first $1 million and 0.50% to 0.99% on amounts over $1 million. Fees are billed quarterly in advance. There is a $500,000 preferred minimum for this service, but they may consider smaller amounts.
Location
424 E. Wisconsin Avenue, Appleton, WI, 54911
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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 ActivitiesSells Insurance
Matthew is an independent insurance agent since 2011. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Winch Financial
State Registrations1 state
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.