Matthew Gilbert
Matthew Gilbert is a registered investment advisor at Prism Wealth Management, based in Wooster, OH, 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 Investment Management, Retirement Planning. Their firm serves 298 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prism Wealth Management offers investment management services through AE Wealth Management, LLC, charging an annual fee of 1.5% of your portfolio. This fee includes the fees charged by AE Wealth Management. The total fees will not exceed 2% annually. Fees are billed monthly based on the average daily balance of your account.
Prism Wealth Management also has a co-advisor relationship with Gradient Investments, LLC (GI). The fee for these services is based on a percentage of the assets under management.
- Strategic, Tactical Allocation & Defined Outcome Portfolios: 1.50% annually (0.50% to GI, 1.00% to Prism Wealth Management)
- Preservation Portfolios: 1.00% annually (0.40% to GI, 0.60% to Prism Wealth Management)
- Private Wealth Portfolios: 1.50% annually (0.50% to GI, 1.00% to Prism Wealth Management)
These fees are negotiable and assessed quarterly.
Location
127 E Liberty St, Suite 300, Wooster, OH, 44691
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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 →Other Business ActivitiesSells Insurance
Matthew works as a carpenter for Vince Mariola Construction, dedicating about 10% of his time. He is also a sole proprietor working as an insurance agent, dedicating about a quarter of his time.
Employment History
Current Registrations
Prism Wealth Management
Previous Registrations
Ae Wealth Management, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Edward Jones
Edward JonesBroker
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.