Matthew Ison is a CFA-designated registered investment advisor at Kornitzer Capital Management, INC., based in Mission, KS, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,033 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% for Municipal and Investment Grade, and 0.10% for US Treasury investments. Fees may vary depending on the type of investment approach being directed, the amount of assets, and the level of client service required. For strategy accounts, the range of fees is 0.80% to 1.20%.
Fee Estimator
Location
5420 West 61st Place, Mission, KS, 66205-3084
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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
Kornitzer Capital Management, INC.
Previous Registrations
Rubinbrown Advisors LLC
Wealth Management Advisors INC
State Registrations1 state
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