Matthew Seppanen is a CFP-designated registered investment advisor at Newpark Wealth Management, based in Park City, UT, 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, Investment Management, Retirement Planning. Their firm serves 28 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Newpark Wealth Management's investment management fees are based on a percentage of the value of your portfolio, up to 1.50% per year. The firm may negotiate fees depending on your needs and the complexity of your situation. Fees are paid quarterly, in advance, based on the market value of your portfolio on the last day of each quarter. If you end the relationship, fees will be adjusted based on the number of days services were provided.
Location
2720 Homestead Road, Suite 140, Park City, UT, 84098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newpark Wealth Management
Previous Registrations
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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