Matthew
Mai
Price Financial Group Wealth Management, Inc
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About this Advisor
Matthew Mai is a financial advisor working in Beaverton, Oregon with a total of 1 year of industry experience. Mai currently works for Price Financial Group Wealth Management, Inc. Over the course of their career, they have held roles at Edward Jones, Lpl Financial, LLC, Fsc Securities Corp, Price Financial Group Wealth Management, Cwm, LLC, Price Financial Group and Price Financial Group Wealth Management, Inc. Mai has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon and Texas. Price Financial Group Wealth Management, Inc is a financial advisory company based out of Beaverton, OR. The investment advisory business has offices in two locations and a total of seven employees. It handles $105 million in total assets across its 1,060 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,060 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on the type of financial services provided. Fee types billed by Price Financial Group Wealth Management, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Price Financial Group Wealth Management, Inc Brokerage Details
$105,033,008
7
1,060
$99,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Mai Work History
Matthew has been registered as a financial advisor for 1 years.*
Price Financial Group Wealth Management, Inc
Price Financial Group
Cwm, LLC
Price Financial Group Wealth Management
Fsc Securities Corp
Lpl Financial, LLC
Edward Jones
*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 Mai 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 Price Financial Group Wealth Management, Inc
Beaverton, OR
Beaverton, OR
Beaverton, OR
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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