Matthew Kelley is a CFP-designated registered investment advisor at Gold Medal Waters, INC., based in Boulder, CO, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 145 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gold Medal Waters combines investment management and financial planning into a single comprehensive wealth management service. Clients pay an annual fee ranging from $8,500 to $48,000, which is billed quarterly at the end of each calendar period based on the complexity, size, and specific needs of the relationship. Fees may be negotiable at the firm's discretion.
Contact
Matthew Kelley
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gold Medal Waters, INC.
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations1 state
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Additional Information
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings potential. We have developed a specialty in serving medical professionals, business owners, and other clients with complex planning needs.
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