Mathew Britt is a registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI, with 12 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,098 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,098 clients
Average Client Portfolio
$662K average
Assets Under Management
$726.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250

Kaydan Wealth Management offers investment management services as part of their wealth management service or separately. For investment-only portfolio management (Portfolio Edge), they charge a flat annual fee ranging from 0.70% to 0.85%, billed quarterly.

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Location

329 W. Silver Lake Rd., Fenton, MI, 48430

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Kaydan Wealth Management, INC.
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2014 - May 2020 · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2014 - May 2020 · 6 yrs 1 mo
Rehmann Financial
September 2013 - January 2014 · 4 mos
State Registrations1 state
MI
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.
Mathew Britt - Financial Advisor | TrueAdvisor