Matthew Trujillo
Matthew Trujillo is a CFP-designated registered investment advisor at Center for Financial Planning INC, based in Southfield, MI, with 15 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,406 clients with $1.7B 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 | 1.20% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Current client relationships exist where the fees are higher or lower than the Current Fee Schedule above. The Adviser, in its sole discretion, can charge a lesser investment advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).
Fee Estimator
Location
24800 Denso Drive, Suite 300, Southfield, MI, 48033-7470
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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 Activities
Matthew is a Lead Financial Planner and Partner at Center for Financial Planning, an independent RIA, since 2013. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Center for Financial Planning INC
Raymond James Financial Services, INC.Broker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Heartland Capital, INC.Broker
State Registrations19 states
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.