Mathew Koole
Mathew Koole is a registered investment advisor at J. Hagan Capital, INC., based in Louisville, KY, with 10 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 815 clients with $260M 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 | 1.50% |
Fee percentages may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated. Our employees and their family related accounts are charged a reduced fee for our services.
Fee Estimator
Location
8311 Shelbyville Road, Louisville, KY, 40222
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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 ActivitiesSells Insurance
Mathew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He generates about 10-20% of his fee revenue from new sales.
Employment History
Current Registrations
J. Hagan Capital, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.