Advisor at Kline Capital Management LLC
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Firm
Kline Capital Management LLC
Location
Northfield, IL 60093
Credentials
Series 63, Series 65
Industry experience
15 years
Matthew Kline is the principal of Kline Capital Management LLC, an independent firm based in Northfield, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at US Markets, Inc. and Neurotech LLC. Outside of his advisory work, he is the managing member and COO of WorkHorse Equipment LLC, a company specializing in aerial and construction equipment. Kline Capital Management LLC provides fee-only financial planning, hourly consulting, and ongoing wealth and portfolio management for individual investors as well as select pension and corporate clients. The firm focuses on goal-based planning and strategic asset allocation, using written Investment Policy Statements to guide diversified portfolios that typically include index mutual funds and ETFs with tax-aware management and periodic rebalancing.
Based on Kline Capital Management LLC
Based on Kline Capital Management LLC
Financial planning fees typically range from $2,500 to $4,000 depending on complexity; business succession planning minimum fee $2,500; individual portions of planning $1,000-$1,500
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.0% $5,000,001+: 0.80%
$250 per hour
Annual retainer fee negotiated based on assets, complexity, and time involved
Fee-only: Fee-only financial planning, hourly consulting, and wealth management services.
540 W. Frontage Road Suite 3315
Northfield, IL 60093
Illinois
Neurotech LLC
2025 - Present (1 year)
US Markets, Inc.
2015 - 2024 (9 years)
Kline Capital Management LLC
1999 - Present (27 years)
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Other specialized services
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