Matthew Grant Harwell
Advisor at Veracity Capital LLC — Colleyville, TX
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.
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.
Credentials
Series 66
Experience Industry experience
18 years
Location
Colleyville, TX 76034
Veracity Capital LLC
Team
Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.
Based on Veracity Capital LLC
Based on Veracity Capital LLC
Fixed fees for standalone financial planning and consulting engagements based on complexity and duration.
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.40% $5,000,001 - $10,000,000: 1.30% $10,000,001 - $25,000,000: 1.20% $25,000,001+: 1.00%
IARs licensed as independent insurance professionals earn commissions for selling insurance products separate from advisory fees.
Colleyville, TX
97 Village Lane, 3rd Floor #118
Colleyville TX 76034
Advisors at this office
1
Texas
18 years of industry experience
Veracity Capital LLC
2018 - Present • 8 years
Colleyville, TX
F3 Logic, LLC
2018 - 2019 • 1 year
Dallas, TX
The Ayco Company, LP
2007 - 2018 • 11 years
Dallas, TX
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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