Matthew Greve is a registered investment advisor at Fortitude Financial LLC, based in Spokane, WA, with 5 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 411 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.40% |
| $400K - $600K | 1.30% |
| $600K - $800K | 1.20% |
| $800K - $1000K | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The firm has a small number of legacy clients who are not participating in the firm’s wrap program and are, therefore, on one of two different fee schedules. The firm does not offer any current accounts in a non-wrap format and does not offer either of the following fee schedules to new clients.
Fee Estimator
Location
123 East 2nd Avenue, Spokane, WA, 99202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is involved with Fortitude Financial, operating under multiple DBAs, as an independent investment advisor firm. He dedicates about a quarter of his time providing administrative support to the firm.
Employment History
Current Registrations
Fortitude Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
State Registrations1 state
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