Matthew Klaess
Matthew Klaess is a registered investment advisor at Ae Wealth Management, LLC, based in Denver, CO, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
2000 S Colorado Blvd, Ste 250, Denver, CO, 80222
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business ActivitiesSells Insurance
Matthew is the President of Paradigm Wealth Management, LLC, an investment-related insurance business. He dedicates about half of his time to this role, including time during securities trading hours, and focuses on insurance sales.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Tfo-Tdc, LLC
Retirement Wealth Advisors, INC.
Alphastar Capital Management, LLC
Alphastar Capital Management, LLC
Liberty Group, LLC
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
More Advisors
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Philip Rollhaus, CFAMatter Family Office
- Jonathan Vogel, CFPEmerson Equity LLC
- Tierney Ziebelman, CFPAmeriprise Financial Services, LLC
- Eden Ross, CFPRoot Financial Partners
- Loren Knaster, CFA, CFPCuri Capital, LLC