Matthew Peterson is a registered investment advisor at Strategic Wealth Group, based in Plymouth, MN, with 23 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
2 Carlson Pkwy, Suite 155, Plymouth, MN, 55447
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 ActivitiesSells Insurance
Matthew is involved in several business activities, including DBAs for LPL business (Stone Creek Financial LLC, Salt Financial Group, Salt Financial) and providing investment advisory services through Strategic Wealth Group Registered Investment Advisors, LLC. He also works as an insurance agent/representative selling fixed life, disability, and group benefits insurance, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations20 states
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