Matthew Engstrom
Matthew Engstrom is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 8 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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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 Activities
Matthew works as a Client Account Manager and Investment Advisor Representative for Gradient Advisors, LLC and Gradient Wealth Management, LLC, focusing on financial planning. He also serves as a Client Account Manager and Registered Representative for Gradient Securities, LLC, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Secured Retirement Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations4 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.