Matthew
Daugavietis

Inspire Advisors, LLC

CRD#5098783
Investment Advisor
in Meridian, ID

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About this Advisor

Matthew Daugavietis is a certified financial planner operating out of Meridian, Idaho with a total of 1 year of relevant experience. Daugavietis is currently employed by Inspire Advisors, LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Inspire Advisors, LLC. Daugavietis holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Inspire Advisors, LLC is a registered investment firm that has its headquarters in Meridian, ID. The investment advisory business has offices in 23 locations and a total of 29 financial advisors. It oversees $521 million in assets between its 4,228 accounts, placing it among the bigger firms in the nation by assets under management. Of its 4,228 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on the services. Fees charged by Inspire Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

3597 E Monarch Sky Ln Suite 330
Meridian, ID 83646

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$520,780,003

ID Average: $655,107,610
Total Number of Employees

29

ID Average: 12
Total Number of Accounts

4,228

ID Average: 770
Average Account Size

$123,174

ID Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Matthew Daugavietis Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Inspire Advisors, LLC

2006 - 2021 (15 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Daugavietis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspire Advisors, LLC

David Eck
Meridian, ID
Eric Boyum
Caldwell, ID
Beau Zumbusch
Buffalo, MN
Andrew Lehman
Columbus, OH
Luke Andrews
Meridian, ID
Scott Harlan
Meridian, ID
Larry Eggers
Meridian, ID
Alexander Lentine
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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