Matthew Dicken
Matthew Dicken is a registered investment advisor at Strategic Wealth Investment Group, LLC, based in Louisville, KY, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 4,628 clients with $1.1B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
Louisville, KY
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2005Criminal
July 2004Other Business ActivitiesSells Insurance
Matthew is president of several companies, including Dicken Leasing, Dicken Performance, M&C Ventures, Retirement Planning University, and Strategic Wealth Intellectual Property. He also founded Total Return Capital Management, a private equity fund, and Strategic Wealth Property & Casualty, a property and casualty insurance agency.
Employment History
Current Registrations
Strategic Wealth Investment Group, LLC
Previous Registrations
Aspen Financial Management, INC.
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.