Gary Mattson
Gary Mattson is a registered investment advisor at Mattson Financial Services, LLC, based in Kentwood, MI, with 16 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,127 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mattson Financial Services (MFS) uses Gradient Investments (GI) as a co-advisor for investment management. The fee is 1.50% annually, with MFS receiving 1.10% and GI receiving 0.40%. For Client Directed Accounts, there is a flat annual fee of $300, with MFS receiving $0 and GI receiving $300. MFS also offers direct asset management services for assets held away at a maximum annual fee of 0.50%. These fees are negotiable.
Location
3226 28th Street Se, Kentwood, MI, 49512
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2004Other Business ActivitiesSells Insurance
Gary is involved in several outside business activities. He spends nearly full-time at Lakeview Financial Group, LLC providing insurance services, fixed life & annuity products, health insurance, and tax preparation. He also has roles at Mattson Insurance Agency LLC and Midwest-E-Store DBA Midwest-E-Properties.
Employment History
Current Registrations
Mattson Financial Services, LLC
Previous Registrations
Brookstreet Capital Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.