Matthew Obert
Matthew Obert is a CFA-designated registered investment advisor at Coordinated Financial Services, INC., based in Denver, CO, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 319 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coordinated Financial Services charges a fee based on a percentage of the assets they manage for you. The maximum fee is 1.50% per year, but this may be negotiable. Fees are billed quarterly. If you use LPL Financial as your custodian, you may be charged transaction fees in addition to the advisory fee.
Location
4643 S Ulster St, Ste 960, Denver, CO, 80237
Get directionsHistory
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 an owner and landlord of a real estate rental property since 2020. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Coordinated Financial Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations22 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.