MS

Matthew Douglas Schroeder

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
344 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$627.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:Up to $250/hr

Great Point charges an annual fee for wealth management services, ranging from 0.40% to 1.25% of assets under advisory. Fees are based on the size of the relationship and complexity of services, and are paid quarterly in arrears. Consulting services for special projects are available on an hourly basis for $250 per hour, or on a flat fee basis from $1,000 to $50,000. Fees may be negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

74 Elm Street, Danvers, MA, 01923

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Settled
Other Business Activities

Matthew is a minority owner (20%) of Lebel & Associates, a tax preparation business, since 2022. He dedicates minimal time to strategic planning for the business.

Employment History
Current Registrations
Great Point Wealth Advisors, LLC
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Lincoln Financial Securities Corporation
July 2012 - May 2016 · 3 yrs 10 mos
Lincoln Financial Securities CorporationBroker
July 2012 - May 2016 · 3 yrs 10 mos
Lincoln Financial Advisors Corporation
May 2009 - July 2012 · 3 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
May 2009 - July 2012 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
April 2004 - December 2008 · 4 yrs 8 mos
Ameriprise Financial Services, INC. Broker
July 1999 - April 2009 · 9 yrs 9 mos
Ids Life Insurance CompanyBroker
July 1999 - July 2006 · 7 yrs
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.