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Matthew Lee Robertson

FINANCIAL ENHANCEMENT GROUP LLC·ANDERSON, Indiana
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429 E 14TH STREET, ANDERSON, IN 46016-1846CRD# 4547257Firm CRD# 159017
01

About

Matthew Lee Robertson is a registered financial advisor based in ANDERSON, Indiana, affiliated with FINANCIAL ENHANCEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ENHANCEMENT GROUP LLC
FINANCIAL ENHANCEMENT GROUP
AUM
$728M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at FINANCIAL ENHANCEMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4547257
Firm CRD# 159017
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Lee Robertson offer?
Matthew Lee Robertson specializes in Financial Planning, Investment Management. Contact their office in ANDERSON, Indiana for a consultation.
What are Matthew Lee Robertson's credentials?
Matthew Lee Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lee Robertson located?
Matthew Lee Robertson is based in ANDERSON, Indiana, working with FINANCIAL ENHANCEMENT GROUP LLC. Their office serves clients in the ANDERSON metropolitan area and surrounding communities.
How does Matthew Lee Robertson charge for services?
Matthew Lee Robertson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ENHANCEMENT GROUP LLC?
FINANCIAL ENHANCEMENT GROUP LLC has approximately 23 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANDERSON
Joseph Andrew Clark — FINANCIAL ENHANCEMENT GROUP LLCAdam Michael Harter — FINANCIAL ENHANCEMENT GROUP LLCDonald Earl Hodson — FINANCIAL ENHANCEMENT GROUP LLCSarah Jane Griffin — FINANCIAL ENHANCEMENT GROUP LLCStephen Maurice Thompson — FINANCIAL ENHANCEMENT GROUP LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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