Matthew Walker is a registered investment advisor at Interwise, based in Holladay, UT, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 298 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Interwise charges a maximum of 2.00% per year for managing your investments. The specific fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter that are more than $10,000. Fees are negotiable and will be deducted from your account.
Location
3115 East Lion Lane, Suite 160, Holladay, UT, 84121
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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.
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Matthew owns Inspectus, Inc, providing property inspections (minimal time), is a registered investment advisor providing referrals to Valued Wealth Advisors (minimal time), has ownership stakes in WW Management and Walker Development Group (minimal time each), is part owner/officer of Abbington Senior Living Corporation (about half his time), and is a mortgage loan officer for Intercap Lending (about a quarter of his time). None of these activities involve selling insurance products.
Employment History
Current Registrations
Interwise
Previous Registrations
Independent Financial Group, LLC
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.