Matthew Klein is a registered investment advisor at Copley Financial Group, INC., based in San Diego, CA, with 4 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 1,350 clients with $320M 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 $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Advisor charges a flat annual fee of 1% on fee-based alternative investments. The account value of the alternative investments will not be included in the account householding for calculating fees for other accounts managed by Advisor.
Fee Estimator
Location
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
Criminal
June 2007Criminal
September 2004Other Business Activities
Matthew works as a consultant for Universal Consulting Group, focusing on marketing lead generation for mortgages. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Copley Financial Group, 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.