MK

Matthew Blair Kolesky

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
476 clients
Average Client Portfolio
$731K average
Assets Under Management
$348.1M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.85%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $500/hr

Investment management fees are based on a percentage of assets under management. For traditional securities, the fee is 1.25% on the first $500,000, 1.1% on the next $500,000, 1.0% on the next $1,000,000, and 0.85% on amounts above $2,000,000. For digital securities, the fee is 1% of assets under management. These fees are negotiable. Financial planning and consulting fees are billed hourly, not to exceed $500 per hour. Fees for digital asset consulting are negotiated on a case-by-case basis.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

510 L Street, Ste 550, Anchorage, AK, 99501

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Regulatory History (1)
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Regulatory
July 2011
Final
Employment History
Current Registrations
Arbor Capital Management INC
July 2011 - Present · 14 yrs 6 mos
Previous Registrations
Arbor Capital Management INC
February 2004 - December 2010 · 6 yrs 10 mos
Charles Schwab & Co., INC.
May 2001 - January 2004 · 2 yrs 8 mos
Charles Schwab & Co., INC. Broker
February 2001 - January 2004 · 2 yrs 11 mos
State Registrations4 states
AKCACOTX
Advisor
Exams
No exam information available for this advisor.