Matthew Zanardo
Matthew Zanardo is a registered investment advisor at Accurate Wealth Management, LLC, based in Trego, WI, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
W5639 Oak Hill Rd, Trego, WI, 54888
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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 ActivitiesSells Insurance
Matthew is involved in farming activities through Chickadee Hills, LLC, dedicating a few hours per week. He also works as an insurance agent with Northland Retirement Group, selling life and health insurance, which takes nearly full-time hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
State Registrations1 state
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