Matthew Mcdaniel
Matthew Mcdaniel is a CFP-designated registered investment advisor at Compass Ion Advisors, LLC, based in Knoxville, TN, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,146 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion prefers to provide both financial planning and investment advisory services together. The annual fee for investment advisory and ongoing financial planning ranges from 0.50% to 1.35% of your portfolio, paid quarterly in advance. There is a $2,000 minimum annual fee, billed as $500 per quarter. If the calculated fee is less than $500 in a quarter, you will be charged $500 for that quarter. A one-time fee of up to 1.0% is charged for any portion of your account invested in structured notes.
Location
Knoxville, TN
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Regulatory History (1)
Regulatory
August 2019Other Business Activities
Matthew works as a tax preparer and planner for McDaniel Tax Advisory LLC, and as a financial planner for Fiduciary Advisor Suppot LLC. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Compass Ion Advisors, LLC
Previous Registrations
Vision Financial Consulting
State Registrations3 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.