Matthew Ihlein is a registered investment advisor at Traynor Capital Management, based in Malvern, PA, with 10 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, Retirement Planning. Their firm serves 985 clients with $1.8B 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are negotiable based upon a number of factors including, but not limited to, the client's objective, family or other related accounts, amount of assets under management, and the investment strategy(ies) employed.
Fee Estimator
Location
418 E King St, Malvern, PA, 19355
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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
Traynor Capital Management
State Registrations2 states
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