MS
CFP
MS
CFP
Matthew Szabad is a CFP-designated registered investment advisor at Noble Family Wealth, based in Clearwater, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $530M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
124 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$527.5M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the size of a client’s account, a pre-existing client relationship, and account retention.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2475 Enterprise Road, Clearwater, FL, 33763
Get directionsHistory
Regulatory History (1)
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Financial
September 2017Final
Employment History
Current Registrations
Noble Family Wealth
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
December 2018 - September 2022 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
December 2018 - September 2022 · 3 yrs 9 mos
USAA Investment Management Company
January 2018 - December 2018 · 11 mos
USAA Financial Planning Services
July 2016 - January 2018 · 1 yr 6 mos
USAA Financial Advisors, INC.Broker
July 2016 - December 2018 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - June 2016 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - June 2016 · 1 yr 6 mos
Cuso Financial Services, L.P.Broker
December 2013 - October 2014 · 10 mos
Cuso Financial Services, L.P.
December 2013 - October 2014 · 10 mos
H. Beck, INC.Broker
February 2012 - December 2013 · 1 yr 10 mos
H. Beck, INC.
February 2012 - December 2013 · 1 yr 10 mos
Metlife Securities INC.
May 2008 - March 2010 · 1 yr 10 mos
Metlife Securities INC.Broker
August 2006 - March 2010 · 3 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 2006 - July 2007 · 11 mos
State Registrations2 states
FLTX
Advisor
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
No exam information available for this advisor.