MG
CFP

Matthew Todd Griffith

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
320 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$800.5M

Fee Structure

Minimum Investment:None

BDW Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of assets under management. The final fee is negotiable and included in the Investment Advisory Agreement. Fees are billed monthly or quarterly based on the value of the client's accounts on the last business day of the previous billing period. There is no account minimum, but BDW Capital reserves the right to terminate accounts that are too small to manage effectively.

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

Office location

Paradise Valley, AZ

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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
August 2016
Settled
Employment History
Current Registrations
Coyle Capital, LLC
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Kestra Private Wealth Services, LLC
March 2014 - April 2018 · 4 yrs 1 mo
Kestra Investment Services, LLCBroker
March 2014 - April 2018 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2000 - March 2014 · 13 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2000 - March 2014 · 13 yrs 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.