Advisor at Bagby Wealth Management
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Firm
Bagby Wealth Management
Location
Dexter, MO 63841
Credentials
Series 65
Industry experience
1 year
Matt Myers is a financial advisor at Bagby Wealth Management in Dexter, MO, holding a Series 65 designation with one year of industry experience. He previously worked at First Midwest Bank for ten years before joining Bagby Wealth Management. Bagby Wealth Management serves individual, high-net-worth, fiduciary, corporate, and institutional clients by providing investment management, advisory programs, and financial planning services. The firm uses a combination of discretionary tactical investment management and non-discretionary advisory arrangements, beginning client relationships with a detailed financial assessment to tailor suitable programs and risk levels.
Based on Bagby Wealth Management
Based on Bagby Wealth Management
Flat fees for specific financial planning services can be negotiated in advance
$0 - $4,999,999.99: 1.00% annually $5,000,000+: 0.50% annually
$250/hour for financial planning services
Account minimum: $35,000
302 North Walnut
Dexter, MO 63841
Missouri
Bagby Wealth Management
2024 - Present (2 years)
First Midwest Bank
2014 - 2024 (10 years)
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Lawyer
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Real estate agent
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