Matthew Bierwirth
Matthew Bierwirth is a CFP-designated registered investment advisor at Living Room Wealth Management, based in Fort Collins, CO, with 8 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 41 clients with $54M 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 calculated quarterly on an ongoing basis and can change depending on the value of the client’s portfolio at the end of any given quarter. Fees are generally non-negotiable and subject to change in the future.
Fee Estimator
Location
Fort Collins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Living Room Wealth Management
State Registrations5 states
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