Matthew Joseph Kelley
MK
CFP

Matthew Joseph Kelley

23 Years of Experience

Firm Information

Matthew Joseph Kelley
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
147 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$8,000 - $48,000

GMW charges a fixed annual fee for wealth management services, ranging from $8,000 to $48,000, paid quarterly. Fees are determined by the client's needs, objectives, relationship size, complexity, scope of work, reporting requirements, and portfolio restrictions. Ongoing financial planning services are also offered at a fixed annual fee ranging from $8,000 to $48,000, payable monthly or quarterly. Retirement plan advisory services are charged an annual asset-based fee ranging from 0.10% to 0.70% or a fixed fee ranging from $4,000 to $40,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Boulder, CO

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Matthew Joseph Kelley
MK
Contact
Matthew Joseph Kelley
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gold Medal Waters, INC.
August 2004 - Present · 21 yrs 5 mos
Previous Registrations
A. G. Edwards & Sons, INC.
June 2002 - August 2004 · 2 yrs 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Additional Information

Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings potential. We have developed a specialty in serving medical professionals, business owners, and other clients with complex planning needs.

Matthew Joseph Kelley
MK
Contact
Matthew Joseph Kelley