Matthew Krajna is a CFA-designated registered investment advisor at Alpine Advisory Partners, LLC, based in Clarence, NY, with 4 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, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in advance. Other programs include sub-advisory services ranging from 0.0% to 0.35%.
Fee Estimator
Location
Clarence, NY
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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 →Other Business Activities
Matthew is an adjunct lecturer at the University of Buffalo since 2020, dedicating a few hours per week to this role. This activity is not investment-related.
Employment History
Current Registrations
Alpine Advisory Partners, LLC
Previous Registrations
Nottingham 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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