Matthew Tepoorten
Matthew Tepoorten is a registered investment advisor at Wright Private Asset Management LLC, based in Denver, CO, with 26 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 36 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
All fees are negotiable. Minimum annual fee is $6,250. Optional tax-loss harvesting incurs an additional 0.40% annual fee from a third-party provider.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Matthew owns and operates a newsletter and video blog focused on outdoor activities like hiking, climbing, and running, unrelated to investments. He also serves as a board member for Step Denver, a nonprofit charitable organization, dedicating about 10-20% of his time to each activity.
Employment History
Current Registrations
Wright Private Asset Management LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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
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