Matthew Lengel is a CFP-designated registered investment advisor at Summitpoint Capital Management, based in Littleton, CO, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 79 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees above $3,000,001 are negotiable.
Fee Estimator
Location
2489 Main Street, Littleton, CO, 80120
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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 operates Kathmere Capital Management as a DBA for his LPL business and is a baseball consultant, coaching youth baseball and running clinics. He also owns rental real estate in Philadelphia.
Employment History
Current Registrations
Summitpoint Capital Management
Previous Registrations
Denver Pwm, LLC
Kathmere Capital Management, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
M&t Securities, INC.Broker
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.