Advisor at Selective Wealth Management, Inc.
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Firm
Selective Wealth Management, Inc.
Location
Forest, VA 24551
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
1149 Vista Park Drive, Unit D
Forest, VA 24551
Texas · Virginia
Strategic Funding, LP
2019 - Present (7 years)
Selective Wealth Management
2018 - Present (8 years)
Strategic Funding, LP
2007 - 2018 (11 years)
Coley, Eubank & Company, P.C.
2003 - 2017 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
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Series 63, Series 65, Series 66
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ChFC®, Series 63, Series 65
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Bison Creek Wealth Management LLC
Series 66
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Wood Creek Capital Advisors, LLC
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