Matthew Bade
Matthew Bade is a registered investment advisor at Allstate Financial Advisors, LLC, based in White Lake, MI, with 36 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
9145 Highland Rd, White Lake, MI, 48386-2033
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Customer Dispute
December 2009Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
Kalos Management
Kalos Capital, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Questar Capital CorporationBroker
Abn Amro Financial Services, INC.Broker
Fahnestock & CO. INC.Broker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Oberweis Securities, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.