Matthew Turner is a CFP-designated registered investment advisor at Selective Wealth Management, INC., based in Forest, VA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 697 clients with $450M 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 | 1.25% |
Advisory fees are negotiable and therefore individual client contracts may differ. Fee schedules represented on contracts supersede the fee schedule specified here.
Fee Estimator
Location
1149 Vista Park Drive, Unit D, Forest, VA, 24551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the CFO of Strategic Funding, a nonbank lender specializing in business use real estate, since January 2019. This role takes about 35-50 hours per month, or about a quarter of Matthew's time.
Employment History
Current Registrations
Selective Wealth Management, INC.
State Registrations2 states
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