Matthew Schwegman is a CFP-designated registered investment advisor at Composedpro, INC., based in San Antonio, TX, with 14 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $30M 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 | Included |
| $500K - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are negotiable. Clients with less than $500,000 in assets under management pay a $6,000 fixed subscription fee.
Fee Estimator
Location
22235 Midbury, San Antonio, TX, 78259
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the president of Matt Schwegman, CPA PLLC (tax preparation) and Composed Financial Management, PLLC (small business consulting), dedicating minimal time to each. He also serves as CFO for Made in the Shade, a window treatment franchisor, taking nearly full-time hours.
Employment History
Current Registrations
Composedpro, INC.
Previous Registrations
Composed Financial Management
State Registrations1 state
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