Matthew Krugman
Matthew Krugman is a CFP-designated registered investment advisor at Wellington Investment Advisors, based in Bloomington, IN, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 380 clients with $230M 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
121 E. 6th Street, Suite 2, Bloomington, IN, 47408
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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 Pathkeeper Financial, LLC as a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
Wellington Investment Advisors
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lion Street Financial, LLCBroker
State Registrations1 state
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