Matthew Cheney
Matthew Cheney is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in Clarksville, MD, with 17 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, Insurance Planning, and 3 more. Their firm serves 3,986 clients with $9.5B 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 | 1.50% |
Fees generally range up to 1.50% annually, depending on factors such as the scope and complexity of services, the level of assets, and the overall client relationship. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
11810 Chapel Estates Dr., Clarksville, MD, 21029
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Connectus Wealth
Horan Capital Management,llc
Strategic Advisers, INC.
Metlife Securities INC.
Ameriprise Financial Services, INC.
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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