MD
ChFC
MD
ChFC
Matthew Dreier
8 Years of Experience
Simsbury, CT
1 DisclosureMay Earn Commission
Matthew Dreier is a ChFC-designated registered investment advisor at Wellspring Financial, LLC, based in Simsbury, CT, with 8 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 112 clients with $69M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
112 clients
Average Client Portfolio
$619K average
Assets Under Management
$69.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual fees range from 0.60% to 1.20% depending upon market value, type, and complexity of asset management services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Simsbury, CT
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2020Final
Employment History
Current Registrations
Wellspring Financial, LLC
June 2018 - Present · 8 yrs 4 mos
State Registrations3 states
CTMANY
Advisor
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
No exam information available for this advisor.
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