Matthew Jachimiak is a CFA-designated registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746
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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
Matthew is an external board member for Christopher Investment Company (CIC), providing insight into family office investment management. This activity is investment-related.
Employment History
Current Registrations
Maslow Wealth Advisors
State Registrations1 state
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