Matthew Lester is a registered investment advisor at Lucky Man, LLC, based in Kansas City, MO, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is 1% annually, charged monthly. In addition, the firm charges a 15% performance fee on net profits above a 10% hurdle rate, subject to a high-water mark. Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Location
Kansas City, MO
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2003Customer Dispute
February 2002Employment Separation After Allegations
September 2001Employment History
Current Registrations
Lucky Man, LLC
Previous Registrations
Trinity Capital Management, LLC
Lamco, LLC
Trinity Capital Management, LLC
Piper Jaffray & CO.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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