Matthew Carl Seem

Tcfg Investment Advisors, LLC

6 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Tcfg Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,344 clients

Average Client Portfolio

$245K average

Assets Under Management

$575.1M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.75%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677

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History

Regulatory History (1)

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Employment Separation After Allegations

June 2021

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew is a soccer referee, owner of M2 Enterprises LLC (Koala Insulation of Omaha) and Aussie Exteriors LLC, and owner of Alphabroder Apparel. He also works for TCFG Investment Advisor and TCFG Insurance Sales LLC, where he meets with clients and provides advice; this includes insurance sales.

Employment History

Current Registrations

Tcfg Wealth Management, LLC

September 2022 - Present · 3 yrs 5 mos

Tcfg Wealth Management, LLCBroker

September 2022 - Present · 3 yrs 5 mos

Tcfg Investment Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Prudential Financial Planning Services

January 2019 - July 2021 · 2 yrs 6 mos

Pruco Securities, LLC.Broker

October 2018 - July 2021 · 2 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.