Matthew Kline
Matthew Kline is a registered investment advisor at Kline Capital Management LLC, based in Northfield, IL, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 33 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable. The client may also utilize our Wealth Management services under a retainer fee arrangement. The client will be charged an annual Retainer Fee that is agreed to by both parties.
Fee Estimator
Location
540 W. Frontage Road Suite 3315, Northfield, IL, 60093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns Kline Capital Group LLC, a consulting company, and Kline Capital Advisors LLC, an insurance agency, dedicating a few hours per week to each. He is also a Managing Member/COO of WorkHorse Equipment LLC, an aerial and construction equipment company, spending about 10% to 20% of his time on it.
Employment History
Current Registrations
Kline Capital Management LLC
State Registrations1 state
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