Matthew Schafer
Matthew Schafer is a registered investment advisor at Sequoia Wealth Management Group, based in Gardnerville, NV, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 90 clients with $240M 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 $2.0M | 1.60% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees include financial planning and consulting services. Minimum quarterly fee of $1,750. Fee is negotiable.
Fee Estimator
Location
2026 Rocking Horse Rd., Gardnerville, NV, 89410
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
March 2002Other Business Activities
Matthew works part-time as a heavy equipment operator for Petersen Land Management since 2018. This takes about 10-20% of his time, with some hours occurring during trading hours.
Employment History
Current Registrations
Sequoia Wealth Management Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
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.