Matthew Ward
Matthew Ward is a registered investment advisor at New Century Partners-The No-Load Group, INC., based in Fort Worth, TX, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 205 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Century Partners charges a fee based on the value of your portfolio. The fee is calculated each quarter and can be paid directly or deducted from your account. The fees are negotiable and generally range from 0.75% to 1.5% per year. Client account fees can vary based upon unique client situations.
Location
5740 Boat Club Rd, Ste 100, Fort Worth, TX, 76179
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
New Century Partners-The No-Load Group, INC.
State Registrations1 state
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