Matthew Lugar is a CFP-designated registered investment advisor at Kathmere Capital Management, LLC, based in Wayne, PA, with 16 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 842 clients with $3.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
All investment management fees are negotiable at the firm's discretion based on factors such as relationship complexity and anticipated scope of services.
Fee Estimator
Location
993 Old Eagle School Road, Suite 405, Wayne, PA, 19087
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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
Kathmere Capital Management, LLC
Previous Registrations
Tgs Financial Advisors
Sei Investments Distribution CO.Broker
Vanguard Marketing CorporationBroker
Vanguard Marketing CorporationBroker
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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