Matthew Kindley is a registered investment advisor at Sjhl Financial Group, based in Rio Rancho, NM. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 345 clients with $140M 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 $50K | 1.45% |
| $50K - $200K | 1.35% |
| $200K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be waived in certain circumstances and are negotiable based on the complexity of the client’s situation, the composition of the client’s account, the relationship of the client with SJHL, and the total amount of assets under management for the client.
Fee Estimator
Location
2240 Grande Blvd. SE, Suite 103, Rio Rancho, NM, 87124
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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
Sjhl Financial Group
State Registrations1 state
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