Matthew Theil
Matthew Theil is a registered investment advisor at Blake Schutter Theil Wealth Advisors, LLC, based in Dayton, OH, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 176 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
BST may negotiate to charge a lesser management fee based upon certain criteria. The annual fee varies (between 0.50% and 1.00%) depending upon the market value of the assets under management for grandfathered clients of RTWM.
Fee Estimator
Location
7777 Washington Village Dr., Suite 120, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew owns Ray|Theil Wealth Management, a tax services business, since 2011, dedicating about 10-20% of his time. He also receives residual income from the sale of Ray Income Tax Services and has no duties related to it.
Employment History
Current Registrations
Blake Schutter Theil Wealth Advisors, LLC
Previous Registrations
Ray|theil Wealth Management, LLC
Dean Investments
Dean Financial Services
State Registrations2 states
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