Matthew Jenkinson is a CFA-designated registered investment advisor at Designed Wealth USA LTD., based in Halifax. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Designed Wealth USA Ltd. charges an annual fee for managing your investments, ranging from 1.00% to 2.00% of the market value of your assets. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration required. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
371 St Margarets Bay Rd, Halifax, B3N 1J8
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Designed Wealth USA LTD.
State Registrations2 states
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