Matthew Kopsky is a CFA, CFP-designated registered investment advisor at Hevel Capital, LLC, based in San Diego, CA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3 clients with $1.7M 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria. When using sub-advisors, the client will pay additional fees that range between 0% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Location
San Diego, CA
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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 a Vice President at Realty Income, a publicly traded real estate investment trust (REIT), since 2018. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Hevel Capital, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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