MK
MK

Matthew Kinzer

4 Years of Experience
Rye, NY

Matthew Kinzer is a registered investment advisor at Markin Asset Management, LP, based in Rye, 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 High Net Worth, Investment Management. Their firm serves 370 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
370 clients
Average Client Portfolio
$325K average
Assets Under Management
$120.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Markin Asset Management charges a percentage of the value of your portfolio. The specific fee is negotiable and varies depending on the size of the account, the complexity of services, and the investment strategy selected. Markin may also charge a performance-based fee for certain strategies offered to qualified clients, based on a percentage of the net profits of the account. For separately managed accounts, fees are typically paid monthly.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is a managing member of Markin Asset Management GP, LLC since 2019, performing administrative duties. This requires minimal time.

Employment History
Current Registrations
Markin Asset Management, LP
August 2021 - Present · 4 yrs 9 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.