Matthew Klein is a CFA, CFP-designated registered investment advisor at Lee-Kelleher Wealth Management, based in Fulton, MD, with 18 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, Retirement Planning. Their firm serves 133 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LKWM charges an annual advisory fee for managing your investments, calculated and paid monthly based on the value of your portfolio. The fee is negotiable but will not exceed 1.25% per year. If you also engage LKWM for financial planning or consulting, this will be reflected in the negotiated fee.
Location
Fulton, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lee-Kelleher Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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