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Matthew Lee Schubert

SELECTIVE WEALTH MANAGEMENT, INC.·LYNCHBURG, Virginia
Unclaimed Profile
618 PEARL STREET, LYNCHBURG, VA 24504CRD# 6753329Firm CRD# 164882
01

About

Matthew Lee Schubert is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with SELECTIVE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SELECTIVE WEALTH MANAGEMENT, INC.
SELECTIVE WEALTH MANAGEMENT, INC.
AUM
$392M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SELECTIVE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6753329
Firm CRD# 164882
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Lee Schubert offer?
Matthew Lee Schubert specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Matthew Lee Schubert's credentials?
Matthew Lee Schubert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lee Schubert located?
Matthew Lee Schubert is based in LYNCHBURG, Virginia, working with SELECTIVE WEALTH MANAGEMENT, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Matthew Lee Schubert charge for services?
Matthew Lee Schubert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SELECTIVE WEALTH MANAGEMENT, INC.?
SELECTIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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