Matthew Owings
Matthew Owings is a registered investment advisor at Yule Creek Wealth Management, LLC, based in Carbondale, CO, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yule Creek charges a fee based on the value of your portfolio. The fee is calculated monthly and invoiced quarterly.
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For diversified ETF portfolios:
- Up to $1,000,000: 1.00% per year
- $1,000,001 to $2,500,000: 0.85% per year
- $2,500,001 to $5,000,000: 0.65% per year
- $5,000,001 and above: 0.50% per year
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For fixed income only portfolios:
- Up to $10,000,000: 0.50% per year
- $10,000,001 and above: Negotiable
Location
502 Main Street, Carbondale, CO, 81623
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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
Yule Creek Wealth Management, LLC
Previous Registrations
Equus Private Wealth Management LLC
State Registrations2 states
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