TrueAdvisor
TrueAdvisor
MK
MK

Matthew Blair Kolesky

Arbor Capital Management INC
24 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Arbor Capital Management INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
476 clients
Average Client Portfolio
$731K average
Assets Under Management
$348.1M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.85%

Fees are negotiable. Digital securities are charged 1% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

510 L Street, Ste 550, Anchorage, AK, 99501

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Arbor Capital Management INC
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Arbor Capital Management INC
February 2004 - December 2010 · 6 yrs 10 mos
Charles Schwab & CO., INC.
May 2001 - January 2004 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
February 2001 - January 2004 · 2 yrs 11 mos
State Registrations4 states
AKCACOTX
Advisor
Exams
No exam information available for this advisor.