Matthew Fahrney is a CFP-designated registered investment advisor at Arbor Investment Management, based in Lakewood, CO, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $160M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Separate cumulative fee schedules apply to Equities (1.00%), Mutual Funds (1.00%), and Fixed Income/Cash (0.50%). Arbor Investment Management may waive a portion of fees or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
Lakewood, CO
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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 →Employment History
Current Registrations
Arbor Investment Management
Previous Registrations
Investment Professionals, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chicago Securities CORP.Broker
Generic Trading of Philadelphia, LLCBroker
Electronic Trading Group, LLCBroker
Spear, Leeds & Kellogg, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Barnett Investments, INC.Broker
State Registrations4 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.