Matthew Osypowski is a CFP-designated registered investment advisor at Kroeger Financial Partners, based in Grass Valley, CA, with 4 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, High Net Worth, Investment Management, Tax Planning. Their firm serves 101 clients with $100M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
12430 Nevada City Highway, Grass Valley, CA, 95945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kroeger Financial Partners
State Registrations1 state
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