ChFC

Matthew Dreier

7 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 7 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 112 clients with $69M in assets under management.

Wellspring Financial, LLC

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

Investment management only (planning not offered)

Wellspring Financial charges an annual fee for managing your investment portfolio, ranging from 0.60% to 1.20% of the value of your investments. The specific percentage depends on the amount you invest and the complexity of the services provided. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. You can end the agreement with 30 days' notice, and you'll only be charged for the days Wellspring managed your investments.

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Location

Simsbury, CT

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History

Regulatory History (1)

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Regulatory

September 2020

Final

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Employment History

Current Registrations

Wellspring Financial, LLC

June 2018 - Present · 7 yrs 11 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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