MattEbeling- Financial Advisor Vancouver, WA

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About Matt Ebeling

As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours.

Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

CRD#

5382212

Firm CRD#

157019

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Money Management, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$150,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Additional Details on Charges

1.1% per annum, up to $500,000 AUM. 0.9% per annum, $500,000 to $1 million AUM. 0.7% per annum for $1 million to $5 million AUM. 0.5% per annum for $5+ million AUM.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891354/paladinregistry-Fort-Vancouver-Investment-Management,-LLC-detailed-disclosure.html

Disclaimer

ADV Part 2
https://static.twentyoverten.com/5cae07d64e631d0ccfeb2700/MvZkdwos0P/Client-Relationship-Summary-05-17-2022.pdf

ADV Part 3
https://static.twentyoverten.com/5cae07d64e631d0ccfeb2700/MvZkdwos0P/Client-Relationship-Summary-05-17-2022.pdf

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Paladin Research Report For:

Matt Ebeling

Fort Vancouver Investment Management, LLC