Michael Matheson
Michael Matheson is a registered investment advisor at Matheson & Rock Wealth Management, LLC, based in Davenport, IA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 428 clients with $530M 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 | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $7.5M | 0.35% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The annual fee may be negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2322 E. Kimberly Road,, Suite 150N, Davenport, IA, 52807
Get directionsHistory
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 →Other Business Activities
Michael is a real estate owner through PRS 2322, LLC since December 2022. He spends minimal time on bookkeeping related to the building ownership.
Employment History
Current Registrations
Matheson & Rock Wealth Management, LLC
Previous Registrations
Private Client Services, LLCBroker
Detalus Advisors, LLC
Detalus Securities, LLCBroker
Eagle One Investments, LLCBroker
Beyer & Company
Beyer & CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.