Matthew Kisin is a CFA-designated registered investment advisor at Applied Capital, based in Hollywood, FL. 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 265 clients with $160M 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 | 1.80% |
Maximum annual advisory fee is 1.80%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Applied Capital and the client. Family related accounts may receive a reduced fee.
Fee Estimator
Location
Hollywood, FL
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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
Applied Capital
State Registrations6 states
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