Matthew Weed
Matthew Weed is a CFA, CFP-designated registered investment advisor at Summit Financial Advisors, INC., based in Middletown, OH, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 139 clients with $230M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiated or waived for certain clients such as charitable organizations or employees' family members.
Fee Estimator
Location
300 N. Main Street, Suite 500, Middletown, OH, 45042
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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
Summit Financial Advisors, INC.
Previous Registrations
Signature Investment Advisors, LLC
Seia
Banc of America Investment Services, INC.
State Registrations2 states
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
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- Steven Weinstein, CFPIndependent Financial Partners
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