MK
MK

Matthew Krueger

10 Years of Experience
May Earn Commission

Matthew Krueger is a registered investment advisor at Darwin Wealth Management, based in Sarasota, FL, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 835 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
835 clients
Average Client Portfolio
$736K average
Assets Under Management
$614.5M

Fee Structure

Darwin Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The percentage decreases as the value of your portfolio increases.

Here's a general idea of the fee structure:

  • First $500,000: 1.60% per year
  • $500,001 - $1,000,000: 1.35% per year
  • First $1,000,000: 1.00% per year
  • $1,000,001 - $2,000,000: 0.90% per year
  • $2,000,001 - $3,000,000: 0.80% per year
  • $3,000,001 - $5,000,000: 0.70% per year
  • $5,000,001 - $7,500,000: 0.50% per year
  • Above $7,500,000: 0.40% per year

These fees are billed monthly, based on the value of your portfolio at the end of the billing period. The fees may be negotiable in certain circumstances. There are additional model fees if your assets are invested in model portfolios.

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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Darwin Wealth Management
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Darwin Asset Management, LLC
November 2022 - June 2024 · 1 yr 7 mos
Darwin Asset Management, LLC
November 2022 - December 2023 · 1 yr 1 mo
James Alpha Advisors, LLC
December 2017 - October 2020 · 2 yrs 10 mos
Aviance Capital Management, LLC
November 2012 - June 2017 · 4 yrs 7 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.