Matthew Chlopek
Matthew Chlopek is a registered investment advisor at Valley Oak Investment Strategies LLC, based in Ave Maria, FL, with 8 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valley Oak Investment Strategies charges a fee based on a percentage of your investments each year, ranging from 0% to 2.00%. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fees charged by the sub-adviser, Bison Wealth, are included in Valley Oak's fee. GeoWealth's platform fees are separate and in addition to Valley Oak's fee, with a maximum of 0.50%.
Location
Ave Maria, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Valley Oak Investment Strategies LLC
Previous Registrations
Hbks Wealth Advisors
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.