Matthew Moore is a registered investment advisor at Weitzel Financial Services, INC., based in Dubuque, IA, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,134 clients with $330M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
This fee schedule applies to Comprehensive Portfolio Management Services. Orion Portfolio Solutions and Automated Advisory Services have different fee structures (see im_summary).
Fee Estimator
Location
2200 John F Kennedy Rd, Suite 103, Dubuque, IA, 52002-2840
Get directionsHistory
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 works as a caseworker for the Iowa Medicaid Program, dedicating about 10-20% of his time. He is also an insurance agent with Weitzel Financial Services, offering insurance products and services, spending a few hours per week on this activity.
Employment History
Current Registrations
Weitzel Financial Services, INC.
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.