Matthew Potter
Advisor at iWealth
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial Planning & Consulting flat fees up to $50,000; Retirement Plan Consulting may be flat fee.
Maximum annual fee not to exceed 1.90% for Investment Management and Comprehensive Portfolio Management services; fees are negotiable and charged quarterly (advance or arrears depending on custodian).
Representatives are registered representatives of LPL Financial LLC and may accept commissions for sales of securities or investment products in brokerage accounts; no commissions charged on advisory accounts.
Financial Planning & Consulting hourly fees up to $500/hour; Retirement Plan Consulting may be hourly.
Fee-only: Financial Planning & Consulting charged on hourly or flat fee basis; hourly fee up to $500/hour; flat fees up to $50,000; Retirement Plan Consulting may be hourly, flat fee, or percentage of plan assets up to 1.00%.
Work history
iWealth Financial, LLC
2024 - Present (2 years)
LPL Financial, LLC
2022 - Present (4 years)
iWealth
2022 - Present (4 years)
JND Legal Administration
2018 - 2022 (4 years)
Waseca High School
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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