Matthew
Spear
Sapere Wealth Management, LLC
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About this Advisor
Matthew Spear is a certified financial planner who works in Matthews, North Carolina with a total of 21 years of industry experience. Spear is an employee of Sapere Wealth Management, LLC. They have worked at Sapere Wealth Management, Llc for their entire career. Spear maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Sapere Wealth Management, LLC is an advisory business operating out of Matthews, NC. The investment advisory business has a total of seven employees. It administers $337 million in assets among its 230 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 230 client accounts, 63% are held by high-net-worth clients who have more than $1 million in investable assets. Sapere Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely vary depending on the services. However, fee types billed by Sapere Wealth Management, LLC most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sapere Wealth Management, LLC Brokerage Details
$337,119,292
7
230
$1,465,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Spear Work History
Matthew has been registered as a financial advisor for 21 years.*
Sapere Wealth Management, LLC
*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 Spear to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Matthews, NC
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
