Matthew Hadley
Matthew Hadley is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Bloomington, MN, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 11,218 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.
While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.
Location
1700 West 82nd St, Suite 150, Bloomington, MN, 55431
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Regulatory History (1)
Criminal
September 2009Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Great Point Capital LLCBroker
Quincy Wells Advisors, LLC
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.
Exams
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