Matthew Szabad is a CFP-designated registered investment advisor at Noble Family Wealth, based in Clearwater, FL, with 18 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $530M 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 | 1.00% |
Fees are up to 1.0% annually, payable monthly in advance, and may be negotiated at Noble Family Wealth's sole discretion based on account size, pre-existing relationships, and account retention.
Fee Estimator
Location
2475 Enterprise Road, Clearwater, FL, 33763
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Regulatory History (1)
Financial
September 2017Employment History
Current Registrations
Noble Family Wealth
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
H. Beck, INC.Broker
H. Beck, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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
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