Brendan Roath is a CFP-designated registered investment advisor at Money Matters, based in Minnetonka, MN, with 8 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 25 clients with $25M 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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.40% |
Fees for assets over $2,500,000 are negotiable. Minimum fees may apply if accounts fall below the $500,000 minimum.
Fee Estimator
Contact
Brendan Roath
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343-9347
Get directionsHistory
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
Money Matters
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
Additional Information
Rod was selected Five Star Best in Client Satisfaction Wealth Manager for 2018 in a survey conducted by Mpls.St.Paul and Twin Cities Business magazines. Money Matters recently celebrated its 20 year anniversary.
More Advisors
- Rodney Roath, CFPMoney Matters
- Tyler Meyer, CFPOrgel Wealth Management, LLC
- Brandon Larson, CFPWells Fargo Advisors
- Thomas Schwebach, ChFCNorthwestern Mutual Investment Services,llc
- Christian Ray, CFPCaptrust
- Connor Lantz, CFPE-Wealth Partners