Matthew Kather is a CFA-designated registered investment advisor at Mk Investment Advisors, LLC, based in Carlsbad, CA, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MK Investment Advisors charges an annual fee between 0.50% and 2.00% of the value of your portfolio. The exact fee is negotiated with each client based on factors like the number of accounts, competitiveness with other firms, anticipated deposits, pre-existing relationships, and the level of service required.
Location
Carlsbad, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mk Investment Advisors, LLC
State Registrations1 state
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