Matthew Edmonds is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701
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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
Kintra Wealth, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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