Matthew
Sallee

Tortoise Capital Advisors, L.L.C

CRD#6193390
Investment Advisor
in Leawood, KS

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About this Advisor

Matthew Sallee is a financial advisor based in Leawood, Kansas, working with Tortoise Capital Advisors, L.L.C. Matthew has previously held a position at Tortoise Capital Advisors, L.L.C and is registered to provide services in Kansas. Currently, Matthew is part of Tortoise Capital Advisors, L.L.C, which operates out of Leawood, Kansas. The firm has 54 employees and manages assets totaling $6.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Tortoise Capital Advisors, L.L.C includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6363 College Boulevard Suite 100A
Leawood, KS 66211-1938

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Tortoise Capital Advisors, L.L.C Brokerage Details

Total Assets Under Management

$6,906,161,911

KS Average: $2,243,162,756
Total Number of Employees

54

KS Average: 44
Total Number of Accounts

359

KS Average: 4,091
Average Account Size

$19,237,220

KS Average: $548,316

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Matthew Sallee Work History

2005 - Present (19 years)

Tortoise Capital Advisors, L.L.C

Disclosures

Please visit the SEC profile of Matthew Sallee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tortoise Capital Advisors, L.L.C

Brian Kessens
Leawood, KS
James Mick
Leawood, KS
Matthew Sallee
Leawood, KS
Robert Thummel
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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