Advisor at MBM Wealth Consultants, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MBM Wealth Consultants, LLC
Location
Chesterfield, MO 63017
Credentials
Series 63, Series 65
Industry experience
21 years
Matthew Lapides is an investment advisor representative and member of MBM Wealth Consultants, LLC with 21 years of industry experience. He has worked at MBM Wealth Consultants and Purshe Kaplan Sterling Investments since 2013 and is also involved with MBM Insurance Services. Lapides holds Series 63 and Series 65 licenses. MBM Wealth Consultants is an SEC-registered independent advisory firm managing approximately $418 million in client assets for individuals, retirement plans, trusts, and other entities. The firm employs a model-based portfolio management approach using fundamental, technical, and cyclical analysis to construct tailored portfolios across various asset types.
Based on MBM Wealth Consultants, LLC
Based on MBM Wealth Consultants, LLC
Fixed fees range from $1,000 to $5,000 for financial planning and consulting services; trustee services may charge annual fee based on trust assets.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.25%
Certain supervised persons offer securities brokerage services and insurance products on a separate commission basis; commissions vary and are not charged by MBM.
Approximately $150 per hour for financial planning and consulting services
Fee-only: Hourly fees approx. $150/hour; Fixed fees from $1,000 to $5,000 for financial planning and consulting services
16401 Swingley Ridge Rd., Suite 450
Chesterfield, MO 63017
California · Missouri · Texas
Purshe Kaplan Sterling Investments
2013 - Present (13 years)
MBM Wealth Consultants, LLC
2013 - Present (13 years)
MBM Insurance Services
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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