Matthew Condit
Matthew Condit is a CFP-designated registered investment advisor at Strategic Wealth Management, LLC, based in Bedford, TX, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 177 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range on a sliding scale between 0.50% and 1.00% based on the market value of assets under management. Fees are negotiable.
Fee Estimator
Location
2812 Bedford Road, Suite 200, Bedford, TX, 76021
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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 operates Strategic Wealth Management, LLC as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates full-time hours to providing investment advisory services through Strategic Wealth Management, LLC.
Employment History
Current Registrations
Strategic Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations11 states
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