Matthew Spear is a CFP-designated registered investment advisor at Sapere Wealth Management, LLC, based in Matthews, NC, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 240 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1.00% annually, charged quarterly in arrears. Sapere may negotiate to discount or waive fees based on legacy relationships, asset amounts, or other criteria.
Fee Estimator
Location
130 Matthews Station St. #2-A, Matthews, NC, 28105
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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 →Employment History
Current Registrations
Sapere Wealth Management, LLC
Previous Registrations
Blue Ronald & CO LLC
State Registrations1 state
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.
Exams
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