Matthew Kelmon
Matthew Kelmon is a registered investment advisor at Bass Rocks, LLC / Bass Rocks Asset Management, based in Walnut Creek, CA, with 25 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 21 clients with $16M 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% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
124 Singingwood Court 7, Walnut Creek, CA, 94595
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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 Activities
Matthew is an outside advisor for Flourish Capital, an early-stage venture investing firm, since May 2021. He spends minimal time in this role, providing support for startup entrepreneurs.
Employment History
Current Registrations
Bass Rocks, LLC / Bass Rocks Asset Management
Previous Registrations
Insperex LLCBroker
Blue Investment Partners LLC
Motif Investing, INC.Broker
Backshore Capital, LLC
Mcf Asset Management, LLC
Merriman Curhan Ford & CO.Broker
Advanced Planning Securities, INC.Broker
Kelmoore Investment CO INC
Kelmoore Investment Company, INC.Broker
M.L. Stern & CO. INC.Broker
Kelmoore Investment CompanyBroker
State Registrations2 states
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.