Matthew
Bures

Strategic Wealth Partners, LTD

CRD#6596101
Investment Advisor
in Independence, OH

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About this Advisor

Matthew Bures is a financial advisor who works in Independence, Ohio who has 1 year of industry experience. Bures is currently employed by Strategic Wealth Partners, LTD. Their career trajectory has included roles at First Fiduciary Investment Counsel, Fairport Asset Management and Strategic Wealth Partners, LTD. Bures has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Ohio. Strategic Wealth Partners, LTD is a business that has its headquarters in Independence, OH. The firm has offices in eight locations and a total of 20 advisors. It has $796 million in total assets among its 2,393 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,393 client accounts, 54% are associated with high-net-worth investors who have at least $1 million in assets. Strategic Wealth Partners, LTD provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees usually are based on the type of services offered. Fees billed by Strategic Wealth Partners, LTD most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5005 Rockside Road Suite 1200
Independence, OH 44131-6829

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Strategic Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$795,833,306

OH Average: $2,106,341,625
Total Number of Employees

20

OH Average: 34
Total Number of Accounts

2,393

OH Average: 1,972
Average Account Size

$332,567

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Bures Work History

Matthew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Strategic Wealth Partners, LTD

2015 - 2021 (6 years)

First Fiduciary Investment Counsel

2007 - 2015 (8 years)

Fairport Asset Management

*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 Bures 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 Strategic Wealth Partners, LTD

Ryan Dobroka
Independence, OH
David Abate
Independence, OH
Tasha Mauss
Independence, OH
Matthew Geary
Independence, OH
Derek Gabrielsen
Independence, OH
Robert Lambert
Independence, OH
Nathan Fischer
Independence, OH

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.

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