Matthew Dennison is a CFP-designated registered investment advisor at Asset Allocation Strategies, LLC, based in Farmington, MI, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B 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 | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
33335 Grand River, Farmington, MI, 48336
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 →Other Business Activities
Matthew works in internal operations for GLP Investment Services, a broker-dealer, focusing on new business processing. This takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Asset Allocation Strategies, 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
More Advisors
- Steve Chang, CFPEdward Jones
- Timothy Greene, ChFCSpc
- Daniel Keith, CFPStrategic Advisers LLC
- Stuart Raider, ChFCRaider Dennis Agency
- Andrew Biskup, CFPStrategic Advisers LLC