Advisor at Vision Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Commerce Twp, MI 48390
Credentials
Series 66
Industry experience
12 years
Matthew Saltzgaber is a financial advisor at Vision Wealth Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and FSC Securities Corp. His background also includes experience at ZF TRW Automotive Holdings Corp. Vision Wealth Management serves individuals, corporations, charities, and retirement plans, providing comprehensive financial planning, portfolio management, and consulting. The firm uses a combination of model-based and discretionary strategies, integrating third-party managers and technology-driven solutions to construct customized portfolios.
Based on Vision Wealth Management, Inc.
Based on Vision Wealth Management, Inc.
Comprehensive financial planning fixed fee $1,500 (negotiable)
$0+: Up to 1.50% annually (negotiable) for portfolio management services $100,000+: Manager Access Select Program minimum account size (varies, generally $100,000) $10,000+: Optimum Market Portfolios minimum account size $250,000+: Personal Wealth Portfolios minimum account size $25,000+: Model Wealth Portfolios minimum account size $5,000+: Guided Wealth Portfolios minimum account size
Advisory representatives may earn commissions from insurance products and securities sold outside advisory accounts; no commissions on advisory accounts
Financial consulting services hourly rate of $200 (negotiable)
Account minimum: $5,000 Fee-only: Financial planning fixed fee $1,500 (negotiable); Financial consulting hourly fee $200 (negotiable)
2000 Oakley Parkway, 204 E
Commerce Twp, MI 48390
Florida · Illinois · Michigan · Texas
Vision Wealth Management, Inc.
2023 - Present (3 years)
LPL Financial, LLC
2020 - Present (6 years)
Fsc Securities Corp
2018 - 2020 (2 years)
LPL Financial
2017 - 2018 (1 year)
ZF TRW Automotive Holdings Corp.
2016 - 2018 (2 years)
Western International Securities, Inc.
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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