Matthew Schroeder
Matthew Schroeder is a CFP-designated registered investment advisor at Great Point Wealth Advisors, LLC, based in Danvers, MA, with 26 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 344 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point offers wealth management services that include financial planning and investment management for an annual fee based on the value of your portfolio. The fee ranges from 0.40% to 1.25% per year, depending on the size of your portfolio and the complexity of the services provided. Fees are paid quarterly. Certain clients have legacy contracts with different fee schedules. Fees may be negotiable.
Location
74 Elm Street, Danvers, MA, 01923
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Matthew is a minority owner (20%) of Lebel & Associates, a tax preparation business, since 2022. He dedicates minimal time to strategic planning for the business.
Employment History
Current Registrations
Great Point Wealth Advisors, LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.