Matthew Johnson is a registered investment advisor at Strategic Financial Services, based in Utica, NY, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,277 clients with $2.3B 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 $250K | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Strategic may negotiate alternative pricing schedules based on client circumstances. Some legacy clients may have grandfathered pricing schedules.
Fee Estimator
Location
114 Business Park Drive, Utica, NY, 13502
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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 →Employment History
Current Registrations
Strategic Financial Services
Previous Registrations
Grove Point Investments, LLCBroker
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Cadaret Grant & CO INC
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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