Matthew Krouse
Matthew Krouse is a CFP-designated registered investment advisor at Opal Wealth Advisors, LLC, based in Alexandria, VA, with 24 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on portfolio size and composition. Subject to a minimum quarterly fee of $1,250 ($5,000 annually), which may be waived or reduced at the firm's discretion.
Fee Estimator
Location
Alexandria, VA
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Regulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Matthew is a board member of the Rotary Club of Pleasantville, a part of senior leadership for a support group called Man On Fire, and a financial advisor for Opal Wealth Advisors. He also works as an insurance agent providing insurance advice, dedicating full-time hours to both the financial advisor and insurance agent roles.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Edward JonesBroker
State Registrations15 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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