Matthew Daugherty
Matthew Daugherty is a CFP-designated registered investment advisor at Balanced Wealth Group LLC, based in Westlake, OH, 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 498 clients with $490M 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 | 2.00% |
Fees range from 0.50% to 2.00% annually based on services, asset levels, and complexity. Fees may be negotiable.
Fee Estimator
Location
1991 Crocker Road, Suite 300, Westlake, OH, 44145
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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 the CEO/President of DPGH Group, LLC and also engages in independent insurance brokering with Guardian Life Insurance Company of America, dedicating about 10-20% of his time to these activities. He also serves on the Board of Directors for the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council, spending minimal time on each.
Employment History
Current Registrations
Balanced Wealth Group LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.
Exams
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