Matthew Saltzgaber
Matthew Saltzgaber is a registered investment advisor at Vision Wealth Management, INC., based in Ann Arbor, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 416 clients with $81M 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 | 1.50% |
Maximum annual fee is 1.50% and is negotiable. You may aggregate accounts to achieve a lower fee.
Fee Estimator
Location
4488 Jackson Rd, Ste 7B, Ann Arbor, MI, 48103
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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 Vision Wealth Management Group as a DBA for his LPL business and provides investment advisory services through Vision Wealth Management, an independent investment advisor firm. He also works as a non-variable insurance agent. Matthew dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Vision Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
LPL Financial LLCBroker
LPL Financial LLC
Western International Securities
Western International Securities, INC.Broker
LPL Financial LLC
Peak Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations18 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.