Matthew Bierwirth
Matthew Bierwirth is a CFP-designated registered investment advisor at Living Room Wealth Management, based in Fort Collins, CO, with 9 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 42 clients with $66M 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 $3.0M | 0.75% |
| $3.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are assessed on a blended tier basis and billed quarterly or monthly in advance.
Fee Estimator
Location
Fort Collins, CO
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 →Employment History
Current Registrations
Living Room Wealth Management
State Registrations5 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
- Daniel Baumgold, CFPCambridge Investment Research Advisors, INC.
- Benjamin Goldsmith, CFPWells Fargo Advisors
- Heather Murchison, ChFCState Farm Investment Management CORP.
- Brian Voelker, CFPThe Table Financial Planning LLC
- Sunit Bhalla, CFPOaktree Financial Planning, LLC
- Adam Fowler, CFPWells Fargo Advisors