MK
MK
Matthew Klocke
20 Years of Experience
Palm Beach, FL
2 Disclosures
Matthew Klocke is a registered investment advisor at Klocke Capital Group, LLC, based in Palm Beach, FL, with 20 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 107 clients with $98M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
107 clients
Average Client Portfolio
$920K average
Assets Under Management
$98.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
324 Royal Palm Way, Suite 208, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2015Final
Customer Dispute
October 2008Settled
Employment History
Current Registrations
Klocke Capital Group, LLC
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2009 - January 2011 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
October 2009 - January 2011 · 1 yr 3 mos
Raymond James & Associates, INC.
June 2005 - October 2009 · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2005 - October 2009 · 4 yrs 7 mos
State Registrations3 states
CAFLTX
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.