Matthew Tuft is a CFP-designated registered investment advisor at Forty North Wealth, based in Glendale, CO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
650 South Cherry Street,, Suite 840, Glendale, CO, 80246
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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 financial advisor at LivWell Wealth Management LLC, selling fixed or indexed life insurance or annuities, dedicating a few hours per week. He also owns residential rental properties and is a board member of Colorado Village Collaborative, a charitable organization, spending minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Forty North Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
P.J. Robb Variable CorporationBroker
Saybrus Equity Services, INCBroker
The Leaders Group, INC.Broker
Lincoln Financial Distributors, INC.Broker
State Farm Vp Management CORP.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Allstate Financial Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.