Matthew Waldman
Matthew Waldman is a registered investment advisor at Divvi Wealth Management, based in Kansas City, MO, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 192 clients with $110M 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 | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.50% |
These fees are for Asset Management. Fees are negotiable. Accounts held at American Funds Service Company (AFS) are charged a maximum annual fee of 1%.
Fee Estimator
Location
Kansas City, MO
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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 ActivitiesSells Insurance
Matthew is a licensed insurance agent since 2022, spending about 10-20% of his time on insurance sales. He is also a member of Colligo Group LLC, a holding company that engages in general consulting services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Divvi Wealth Management
Previous Registrations
Waddell & ReedBroker
Ivy Distributors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations3 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.