Matthew Volkman
Matthew Volkman is a CFP-designated registered investment advisor at Pettinga Financial Advisors, LLC, based in Evansville, IN, with 29 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 674 clients with $1.1B 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. The firm may elect to charge a flat fee in certain circumstances. Investment management service fees are waived for Pettinga employees and are often waived or discounted for certain family members or friends of employees.
Fee Estimator
Location
519 Main Street, Ste 100, Evansville, IN, 47708
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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
Pettinga Financial Advisors, LLC
Previous Registrations
Pettinga Financial Advisors INC
State Registrations2 states
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