Mathew Dahlberg is a CFP-designated registered investment advisor at Main Street Investments, based in Kansas City, MO, with 12 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $8.5M 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 | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.40% |
Fees may be negotiable based on length of client relationship, size of account and complexity of assets in the account.
Fee Estimator
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mathew prepares tax returns and represents clients before tax authorities, operating under the same name as his investment advisory business. This activity takes a few hours per week.
Employment History
Current Registrations
Main Street Investments
State Registrations2 states
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