Matthew
Hart
Verde Capital Management, Inc
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About this Advisor
Matthew Hart is a financial advisor who works in Clarkston, Michigan with a total of 1 year of relevant experience. Hart works at Verde Capital Management, Inc. Hart has gained experience at Evangelista & Associates, Geneos Wealth Management, Matthew Hart, Grand Valley State University, Clarkston High School, Cg Advisory Services, Verde Capital Management and Verde Capital Management, Inc. Hart holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Verde Capital Management, Inc is a company that has its headquarters in Clarkston, MI. It administers $376 million in assets between its 3,523 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 3,523 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules typically vary depending on which service is provided. Fee types charged by Verde Capital Management, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verde Capital Management, Inc Brokerage Details
$376,245,756
11
3,523
$106,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Matthew Hart Work History
Matthew has been registered as a financial advisor for 1 years.*
Verde Capital Management
Verde Capital Management, Inc
Evangelista & Associates
Geneos Wealth Management
Cg Advisory Services
Matthew Hart
Grand Valley State University
Clarkston High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Hart 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 Verde Capital Management, Inc
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
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