Matthew Padera
Matthew Padera is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Denver, CO, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B 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 | 2.00% |
Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.
Fee Estimator
Location
4600 South Ulster St., Suite 900, Denver, CO, 80237
Get directionsHistory
Regulatory History (1)
Criminal
October 2012Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Paychex Securities CorporationBroker
Plan Strategies INC
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.
Exams
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