Michael Mather is a registered investment advisor at Trust Alliance Wealth Partners LLC, based in Owensboro, KY, with 3 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K+ | 0.75% |
Trust Alliance Wealth Partners may, at its discretion, charge an advisory fee that is reduced from the stated Investment Management Service fee schedule. Family members and friends of Trust Alliance Wealth Partners LLC are offered services at a discounted fee or occasionally at no charge.
Fee Estimator
Location
Owensboro, KY
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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 →Other Business Activities
Michael is the managing member of Pylorus Asset Management LLC, which owns commercial rental real estate. He spends minimal time discussing rental issues with the property manager.
Employment History
Current Registrations
Trust Alliance Wealth Partners LLC
State Registrations1 state
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