Matthew Lutz is a CFA, CFP-designated registered investment advisor at Tenet Portfolio Management, based in Nicholasville, KY. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. Ongoing Comprehensive Financial Planning Fees will be waived for Clients with at least $500,000 in investable assets managed by TPM.
Fee Estimator
Location
Nicholasville, KY
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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
Tenet Portfolio Management
State Registrations1 state
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