Matthew Schiller
Matthew Schiller is a registered investment advisor at Prasad Wealth Partners, based in Independence, OH, with 13 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, High Net Worth, Investment Management, and 2 more. Their firm serves 729 clients with $570M 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 | 2.25% |
| $500K - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Location
6050 Oak Tree Blvd., Suite 100, Independence, OH, 44131
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent selling various insurance products, including life insurance, annuities, long-term care, and disability insurance. He dedicates a few hours per week to this activity, including time during trading hours.
Employment History
Current Registrations
Prasad Wealth Partners
Previous Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Arbor Point Advisors
Securities America, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.