Matthew Wootten is a registered investment advisor at Silver Birch Financial LLC, based in Middlebury, VT, with 23 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, High Net Worth, Investment Management, and 2 more. Their firm serves 247 clients with $400M 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 | 1.00% |
Annual investment management fees range from 0.30% to 1.00% based on total assets under management, client type, services requested, and complexity. Fees are negotiable.
Fee Estimator
Location
Middlebury, VT
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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 →Employment History
Current Registrations
Silver Birch Financial LLC
Previous Registrations
Marble Trail Advisors
Rock Point Advisors, LLC
Morgan Stanley
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
More Advisors
- Eileen Mccaffrey, CFPMarble Trail Advisors