Matthew Kruelle
Matthew Kruelle is a CFA-designated registered investment advisor at Blackhawk Capital Partners, LLC, based in Scottsdale, AZ, with 6 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 295 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackhawk Capital Partners' investment management fee is agreed upon between you and your advisor and may be negotiable. The total managed account fee includes Blackhawk's advisory fee (up to 3.0%, negotiable) plus a separate account manager fee if a third-party platform is used (non-negotiable). A quarterly fee of $12.50 is charged to cover Orion's administration costs. Fees are based on the value of your portfolio at the end of the prior quarter and are paid quarterly in advance. You can cancel at any time, and any unearned prepaid fees will be refunded.
Location
21090 N. Pima Rd, Scottsdale, AZ, 85255
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 →Other Business Activities
Matthew is a registered assistant with United Planners Financial Services of America since 2021 and an associate portfolio manager with Blackhawk Capital Partners since 2021. He is also a self-published author since 2020.
Employment History
Current Registrations
Blackhawk Capital Partners, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.