Matthew Dhane is a CFA-designated registered investment advisor at Tieton Capital Management, based in Yakima, WA, 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 High Net Worth, Investment Management. Their firm serves 48 clients with $270M 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% |
For clients for whom no-load mutual funds are purchased, the annual fee is 0.25%. Fund of fund clients are the exception due to their multiple fee layers.
Fee Estimator
Location
4700 Tieton Drive, Suite C, Yakima, WA, 98908
Get directionsHistory
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
Tieton Capital Management
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations1 state
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.