Matthew Kolesky is a registered investment advisor at Arbor Capital Management INC, based in Anchorage, AK, with 24 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $350M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
476 clients
Average Client Portfolio
$731K average
Assets Under Management
$348.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are for traditional securities. Fees for digital securities are 1% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
510 L Street, Ste 550, Anchorage, AK, 99501
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2011Final
Employment History
Current Registrations
Arbor Capital Management INC
July 2011 - Present · 14 yrs 9 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 Registrations2 states
AKTX
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.