Matthew Pruitt is a CFA-designated registered investment advisor at Exhale Wealth, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exhale Wealth Management's fees for comprehensive financial planning and investment management services consist of an annual fee ranging from $500 to $20,000, billed monthly in arrears. The fee is based on a fixed fee, asset size, and the complexity of the services provided. Exhale Wealth Management has the discretion to negotiate lower fees or waive fees.
Location
Edina, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Exhale Wealth
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Houlihan Lokey Capital, INC.Broker
State Registrations4 states
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