Matthew Kulpa is a registered investment advisor at Main Street Financial Life Advisors, LLC, based in Moorestown, NJ, 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 Investment Management, Tax Planning. Their firm serves 45 clients with $57M 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 $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts greater than $10,000,000. The Registrant generally requires a minimum asset amount of $500,000. The minimum asset level is negotiable and may be waived at the Registrant’s discretion.
Fee Estimator
Location
212 W. Route 38, Suite 600, Moorestown, NJ, 08057
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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 principal at Roman & Kulpa, LLC, an accounting firm, spending about 10-20% of his time preparing tax returns. He also serves as treasurer for the Roman Catholic High School Alumni Association, dedicating minimal time to reviewing financial data and collaborating with board members.
Employment History
Current Registrations
Main Street Financial Life Advisors, LLC
Cwm, LLC
Previous Registrations
Main Street Financial Life Advisors, LLC
Main Street Financial Life Advisors, LLC
State Registrations2 states
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.