Matthew Dhane is a CFA-designated registered investment advisor at Tieton Capital Management, based in Yakima, WA, 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 High Net Worth, Investment Management. Their firm serves 47 clients with $310M 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 | 1.00% |
Standard annual fee is 1.0% for the small-cap value strategy. For select clients holding no-load mutual funds, the annual fee is 0.25%. Fees are non-negotiable.
Fee Estimator
Location
4700 Tieton Drive, Suite C, Yakima, WA, 98908
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Tieton Capital Management
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations1 state
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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