Matthew Schroeder
Matthew Schroeder is a CFP-designated registered investment advisor at Great Point Wealth Advisors, LLC, based in Danvers, MA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 462 clients with $730M 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 | 1.25% |
Annual fees range from 0.40% to 1.25% based on relationship size and complexity. Fees are negotiable at the adviser's discretion.
Fee Estimator
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 Advisors Corporation
Ameriprise Financial Services, INC.
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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