Matthew Boersen
Matthew Boersen is a CFP-designated registered investment advisor at Straight Path Wealth Management, based in Jenison, MI, with 15 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, Investment Management. Their firm serves 902 clients with $470M 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 $250K | 1.50% |
| $250K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Client's specific billing terms and fees will be stipulated in the Client's Investment Management Agreement and may differ from the above schedule.
Fee Estimator
Location
7699 Georgetown Center Drive, Jenison, MI, 49428
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 →Other Business ActivitiesSells Insurance
Matthew provides financial services and sells life, health, and long-term care insurance through Straight Path Wealth Management. He also serves as a board director for two non-profit organizations and owns 50% of Consensus Settlement Partners, LLC, a consulting company that refers investment advisory business to Straight Path Wealth.
Employment History
Current Registrations
Straight Path Wealth Management
Previous Registrations
SA Advisory LLC
Spc
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.