Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bennett is an Investment Advisor Representative at Quotient Wealth Partners, LLC. Matthew has been in the industry since May 2012. Matthew is registered with the state of Texas. Matthew is a Certified Financial Planner. Matthew is located in the Irving office. Matthew's firm has 21 Investment Advisor Representatives. Matthew's firm manages over $3 Billion in assets under management for individuals, businesses, and other clients. Matthew's firm has a fixed fee and percentage of assets under management compensation structure.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
09/01/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
IA
Issued 02/23/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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