MS
MS

Matthew David Sanes

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
654 clients
Average Client Portfolio
$637K average
Assets Under Management
$416.9M

Fee Structure

Minimum Investment:$25K
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Location

7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is a managing director at Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations, dedicating about 40-45% of his time to each. He also works as an insurance agent, spending about 10% of his time providing insurance recommendations and product placement.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
March 2012 - Present · 13 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Matthew David Sanes - Financial Advisor | TrueAdvisor