Matthew James Dicken

Strategic Wealth Investment Group, LLC

17 Years of Experience

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Firm Information

Strategic Wealth Investment Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

29 advisors

Number of Clients

4,628 clients

Average Client Portfolio

$240K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.50%
$1.0M - $2.5M	1.00%
$2.5M - $5.0M	0.75%
$5M+	0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment advisory fees are based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are also negotiable and are paid in advance, but never more than six months in advance. There is a minimum account size of $25,000, which may be waived.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Advisor Information

Office location

Louisville, KY

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Regulatory History (2)

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Employment Separation After Allegations

February 2005

Criminal

July 2004

Final Disposition

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Other Business ActivitiesSells Insurance

Matthew is president of several companies, including Dicken Leasing, Dicken Performance, M&C Ventures, Retirement Planning University, and Strategic Wealth Intellectual Property. He also founded Total Return Capital Management, a private equity fund, and Strategic Wealth Property & Casualty, a property and casualty insurance agency.