Advisor at Platler Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Platler Capital Management LLC
Location
Bigfork, MT
Credentials
Series 63, Series 65
Industry experience
20 years
Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.
Based on Platler Capital Management LLC
$0 - $100,000: 1.5% annually $100,001 - $1,000,000: 1.0% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001+: 0.5% annually
Negotiable hourly rate for General Consultation and Financial Planning services
Fee-only: Hourly rate, negotiable depending on client circumstances
Bigfork, MT
California · Montana
Platler Capital Management, LLC
2024 - Present (2 years)
Platler Capital Management
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 66
Kalispell, MT
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CFP®, CFA®, Series 63
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Glacier Investment Management
CFP®, Series 66
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Ascent Wealth Management
Series 65
Kalispell, MT
Pinecrest Advisors
Series 65
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Noisy Creek Capital
Series 63, Series 65
Somers, MT
H R Financial Services, Inc.
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