Matthew
Robertson
Financial Enhancement Group
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About this Advisor
Matthew Robertson is a financial advisor based in Anderson, Indiana, working with Financial Enhancement Group. Matthew has previously held positions at Robertson Land, LLC, World Equity Group, Inc, Huth Thompson Llp, and Ren, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Matthew is part of Financial Enhancement Group, which operates out of Anderson, Indiana. The firm has 4 offices and 23 employees. The firm manages assets totaling $728.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Enhancement Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Enhancement Group Brokerage Details
$727,975,915
23
3,285
$221,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Robertson Work History
Robertson Land, LLC
Ren, LLC
World Equity Group, Inc
Huth Thompson Llp
Disclosures
Please visit the SEC profile of Matthew Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Enhancement Group
Anderson, IN
Anderson, IN
Indianapolis, IN
Anderson, IN
Anderson, IN
Anderson, IN
Anderson, IN
Anderson, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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