Matthew Guzman is a registered investment advisor at New Millennium Group, based in Spokane, WA, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 895 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Fees are negotiable to 1.00% or lower for clients with over $2.5 million in assets, retirement plan clients, or family and employee accounts.
Fee Estimator
Location
5915 S. Regal St., Suite 214, Spokane, WA, 99223
Get directionsHistory
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 →Employment History
Current Registrations
New Millennium Group
Previous Registrations
Nylife Securities LLCBroker
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
More Advisors
- Timothy Massie, CFPTimepiece Financial Planning, INC.
- John Beasley, ChFCState Farm Investment Management CORP.
- Cody Huckins, ChFCWells Fargo Advisors
- Hunter Jensen, CFPCharles Schwab & CO., INC.
- Jonathan Merck, CFPWells Fargo Advisors
- Randy Martin, CFPCetera Investment Advisers LLC