Matthew Mckinney is a registered investment advisor at Moler Capital Management, based in Las Vegas, NV, with 9 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 87 clients with $200M 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 $3.5M | 1.00% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
MCM aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints. Some accounts are under different fee schedules honoring prior agreements. We also manage some family and related accounts without charge.
Fee Estimator
Location
Las Vegas, NV
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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 is the treasurer for Grace Community Church Boyscout Troop 121, a religious organization, since 2021. He spends minimal time on bookkeeping, reporting, and managing finances for the troop.
Employment History
Current Registrations
Moler Capital Management
State Registrations1 state
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