R. S. Mattei & Company, Inc. (RSM) provides personalized consulting services to individuals, corporations, and business entities. RSM does not engage in traditional financial planning. Instead, RSM refers clients to independent, institutional portfolio strategists selected by Orion Portfolio Solutions. RSM meets with clients to make an initial asset allocation and provides advice on an intermittent or periodic basis.
Fee Structure
R. S. Mattei & Company, Inc. does not directly manage investments. Instead, RSM refers clients to independent investment advisors through Orion Portfolio Solutions. RSM is paid a referral fee by Orion, based on the market value of the assets in your account. This fee is deducted monthly by Orion from your account. All fees are subject to negotiation.