Matthew Smith is a registered investment advisor at Parady Wealth Management, based in Edina, MN, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,282 clients with $150M 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 | 0.80% |
Includes Parady Wealth Management's investment management fee of 0.65% plus CreativeOne Wealth Management's platform fee of 0.15%. Fees are generally non-negotiable.
Fee Estimator
Location
8000 W 78th St, Edina, MN, 55439
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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 →Employment History
Current Registrations
Parady Wealth Management
Previous Registrations
Allianz Life Financial Services, LLCBroker
Innovation Partners LLCBroker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
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.
Exams
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