Matthew Ward is a registered investment advisor at Viden Arbor Capital, based in Plymouth, MI, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $180M 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% |
The firm may negotiate a flat fee.
Fee Estimator
Location
Plymouth, MI
Get directionsHistory
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 managing member of Herard Group, LLC, which serves as administrator to a pooled investment vehicle. This activity takes about 10% of Matthew's time.
Employment History
Current Registrations
Viden Arbor Capital
Previous Registrations
Sage Hill Capital
State Registrations2 states
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.