Matthew Pappas
Matthew Pappas is a registered investment advisor at Cottonwood Wealth Strategies, LLC, based in Salt Lake City, UT, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 215 clients with $310M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Location
650 S. 500 W., Suite 176, Salt Lake City, UT, 84101
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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 →Other Business Activities
Matthew is a board member for three organizations: Silicon Slopes (a non-profit, minimal time commitment), SOX, LLC (erosion control, a few hours per week), and Scout Ventures Limited Partners (venture capital, minimal time commitment). The latter two are investment-related.
Employment History
Current Registrations
Cottonwood Wealth Strategies, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations2 states
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