Advisor at Structured Wealth Management, Inc.
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Firm
Structured Wealth Management, Inc.
Location
Toledo, OH 43617
Credentials
Series 63, Series 65
Industry experience
19 years
Matthew Latham is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Structured Wealth Management since 2008. Outside of his advisory role, he serves as president of Moden Communications, Inc., a print brokerage business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm offers individualized strategies using managed model portfolios and maintains an affiliated tax and accounting practice that supports its investment services.
Based on Structured Wealth Management, Inc.
Based on Structured Wealth Management, Inc.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Commission-based compensation may occur for insurance products; fees are separate from AUM fees.
Account minimum: $250,000
2778 Centennial Road, Ste A
Toledo, OH 43617
Texas
Structured Wealth Management, Inc.
2008 - Present (18 years)
Moden Communications, Inc.
2001 - Present (25 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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