Matthew Gomez is a registered investment advisor at Hilltop Securities Asset Management, LLC, based in Dallas, TX, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
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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 holds a note for a home he sold in 2019 and receives monthly principal and interest payments. This activity requires minimal time.
Employment History
Current Registrations
Hilltop Securities Asset Management, LLC
Hilltop Securities INC.Broker
Previous Registrations
Hilltop Securities INC.
LPL Financial LLCBroker
Sigma Financial CorporationBroker
Wfg Investments, INC.Broker
Charles Schwab & CO., 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.