Matthew Bartz
Matthew Bartz is a ChFC-designated registered investment advisor at Nwf Advisory Services INC, based in Greenwood Village, CO, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
9250 E Costilla Ave, Suite 603, Greenwood Village, CO, 80112
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 →Other Business ActivitiesSells Insurance
Matthew is a financial planner and managing partner at Envision Financial Partners and a financial planner at The Ameriflex Group, dedicating full-time hours to these roles. He also works as an insurance agent and is involved with real estate, non-profit organizations, and strategic planning.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations25 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.