Matthew Kolb
Matthew Kolb is a registered investment advisor at Timpe & Timpe Financial Advisory Services, L.L.C., based in Zionsville, IN, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 135 clients with $59M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable in certain circumstances. There is a $500 minimum annual fee.
Fee Estimator
Location
4801 Northwestern Drive, Zionsville, IN, 46077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Timpe & Timpe Financial Advisory Services, L.L.C.
State Registrations1 state
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