Matthew Kelley is a CFP-designated registered investment advisor at Gold Medal Waters, INC., based in Boulder, CO, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 145 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gold Medal Waters (GMW) offers wealth management services that include both investment management and financial planning for a single combined fee. This fee ranges from $8,500 to $48,000 annually, paid quarterly. The fee is determined based on your needs, the size and complexity of your relationship with GMW, the scope of work involved, specific reporting requirements, and any portfolio restrictions.
Contact
Matthew Kelley
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gold Medal Waters, INC.
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations1 state
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Additional Information
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings potential. We have developed a specialty in serving medical professionals, business owners, and other clients with complex planning needs.