Advisor at Divvi Wealth Management
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Firm
Divvi Wealth Management
Location
Kansas City, MO 64108
Credentials
Series 63, Series 66
Industry experience
25 years
Matthew Waldman is a financial advisor at Divvi Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and Ivy Distributors. In addition to his advisory role, he is a licensed insurance agent and a member of Colligo Group LLC, a holding company engaged in general consulting services. Divvi Wealth Management provides investment and wealth services to individuals, trusts, business owners, and retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) plan advisory, using a mix of fundamental, technical, and modern portfolio theory analyses tailored to clients’ goals and risk tolerance.
Based on Divvi Wealth Management
Based on Divvi Wealth Management
Negotiated fixed annual fees possible, not to exceed appropriate fee schedule rates, paid quarterly in arrears
$0 - $1,999,999: 1.00% annually for Asset Management $2,000,000 - $3,999,999: 0.75% annually for Asset Management $4,000,000 - $5,999,999: 0.55% annually for Asset Management $6,000,000+: 0.50% annually for Asset Management $0 - $1,999,999: 1.25% annually for Wealth Management $2,000,000 - $3,999,999: 1.00% annually for Wealth Management $4,000,000 - $5,999,999: 0.80% annually for Wealth Management $6,000,000+: 0.70% annually for Wealth Management $1 - $2,000,000: 1.25% DWM fee plus 0.10% OPS fee (1.35% total) for Orion Portfolio Solutions $2,000,001 - $4,000,000: 1.00% DWM fee plus 0.10% OPS fee (1.10% total) for Orion Portfolio Solutions $4,000,001 - $6,000,000: 0.80% DWM fee plus 0.10% OPS fee (0.90% total) for Orion Portfolio Solutions $6,000,001 - $9,999,999: 0.70% DWM fee plus 0.10% OPS fee (0.80% total) for Orion Portfolio Solutions
Financial planning charged at $250 per hour
Account minimum: $100,000 for asset management services; $500,000 for wealth management services (both minimums are subject to waiver or negotiation) Minimum fee: Financial planning engagements subject to minimum of four (4) hours or $1,000 Fee-only: Financial planning charged at $250 per hour, billed 50% in advance with balance due upon delivery
220 W 18 Th Street, Suite 202
Kansas City, MO 64108
Kansas · Missouri · Texas
Divvi Wealth Management LLC
2022 - Present (4 years)
Colligo Group LLC
2021 - 2026 (5 years)
Waddell & Reed, Inc.
2017 - 2021 (4 years)
Ivy Distributors, Inc.
2013 - 2017 (4 years)
Waddell & Reed, Inc.
2004 - 2016 (12 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.
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:
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.
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