MH
MH

Matthew Hennessy

15 Years of Experience
Los Angeles, CA

Matthew Hennessy is a registered investment advisor at Lamplighter Capital Management, based in Los Angeles, CA, with 15 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 7 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$196K average
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

For Non-Qualified Clients, Lamplighter charges 2.00% of the value of your portfolio per year. For Qualified Clients, Lamplighter charges 1.00% of the value of your portfolio per year, plus 10.00% of net investment gains.

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

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lamplighter Capital Management
January 2011 - Present · 15 yrs 4 mos
State Registrations1 state
CA
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.