Mathew Britt is a registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI, with 12 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,098 clients with $730M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable. Family pricing allows combining related accounts. Standalone investment management only (Portfolio Edge) is charged at a flat rate of 0.70% to 0.85% per year.
Fee Estimator
Location
329 W. Silver Lake Rd., Fenton, MI, 48430
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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.
Learn about disclosures →Employment History
Current Registrations
Kaydan Wealth Management, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Rehmann Financial
State Registrations1 state
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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