Barbara Matheson is a CFP-designated registered investment advisor at Destination Wealth Management, based in Walnut Creek, CA, with 25 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,190 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Destination Wealth Management
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Pacific Select Distributors, INC.Broker
Wm Funds Distributor, INC.Broker
Wm Financial Services, INC.Broker
Endeavor GroupBroker
State Registrations2 states
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