Matthew Craig Canton

United Advisors America

5 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Matthew is an insurance agent with Alliance America Corporation since September 2021. This activity is investment-related.

Employment History

Current Registrations

United Advisors America

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Edward Jones

January 2020 - July 2021 · 1 yr 6 mos

Edward JonesBroker

January 2020 - July 2021 · 1 yr 6 mos

State Registrations19 states

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Advisor

Exams

No exam information available for this advisor.