Matthew Roby is a registered investment advisor at Hi-Line Capital Management, LLC, based in Watertown, SD, with 3 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, Retirement Planning. Their firm serves 128 clients with $760M 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 | 0.75% |
Fees range from 0.25% to 0.75% annually depending on the scope of services, level of assets, and overall relationship. Fees are negotiable.
Fee Estimator
Location
1200 33rd Street Se, Suite #309, Watertown, SD, 57201
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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 owns and works as an attorney at Roby Law Office since 2015. He dedicates minimal time to this non-investment related legal work.
Employment History
Current Registrations
Hi-Line Capital Management, 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
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