Matthew Dawson is a CFP-designated registered investment advisor at Rede Wealth, LLC, based in Charlottesville, VA, 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 Financial Planning & Coaching, Investment Management. Their firm serves 224 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rede Wealth charges an annual fee for managing your investments, which typically ranges from 0.30% to 1.25% of the value of your portfolio. Alternatively, you may pay a flat annual fee ranging from $0 to $10,000, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter. The fee may be negotiable.
Location
600 Peter Jefferson Parkway, Suite 250, Charlottesville, VA, 22911
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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.
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Matthew is the managing member of Matt Dawson Enterprises, LLC, a real estate rental business. He spends minimal time on this activity.
Employment History
Current Registrations
Rede Wealth, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.
State Registrations2 states
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