MC
CFA
MC
CFA
Matthew Carper is a CFA-designated registered investment advisor at Parthenon LLC, based in Louisville, KY, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 243 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
243 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are occasionally negotiated based on portfolio size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
435 N. Whittington Parkway, Suite 180, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2025Final
Employment History
Current Registrations
Parthenon LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Sg Cowen Securities CorporationBroker
June 2000 - October 2001 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 2000 - July 2000 · 6 mos
State Registrations1 state
KY
Advisor
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
No exam information available for this advisor.