Matthew Swendiman is a CFA, ChFC-designated registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 22 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500. Fees are negotiable for certain clients, and the firm also offers portfolio management for an annual flat fee ranging from $10,000 to $25,000.
Fee Estimator
Location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
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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 is involved in several outside business activities, including serving on boards and committees for charitable organizations, universities, and healthcare systems. He also participates in residential real estate investing and business consulting, and plans to become CEO of TrustFirst Broker-dealer once licensed, as well as Chairman and CCO of DCincy.
Employment History
Current Registrations
Crew Capital Management, LTD.
Previous Registrations
TrustfirstBroker
F/m Investments LLC
Knelman Asset Management Group, LLC
Swendiman Wealth Strategies, INC
Fifth Third Asset Management, INC.
Ftam Funds Distributor, INC.Broker
Fifth Third Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Conseco Equity Sales, INC.Broker
Bisys Fund Services Limited PartnershipBroker
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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