Matthew Ihlein is a registered investment advisor at Traynor Capital Management, based in Malvern, PA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,590 clients with $2.4B 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable based on client objectives, related family accounts, total assets managed, and investment strategies employed. Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Location
418 E King St, Malvern, PA, 19355
Get directionsHistory
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 →Employment History
Current Registrations
Traynor Capital Management
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.
Exams
More Advisors
- Keith Traynor, CFPTraynor Capital Management
- William Munro, CFPVanguard Advisers, INC.
- Druv Sardana, CFPVanguard Advisers, INC.
- Ryan Waddell, CFPVanguard Advisers, INC.
- Joseph Morrison, CFAVanguard Advisers, INC.
- Yi Liu, CFPVanguard Advisers, INC.