Money Matters, Inc. provides investment management and financial advice, with a focus on integrating investment and tax planning. They work with active and retired professionals, executives, and small business owners. Money Matters operates as a fee-only firm, meaning they don't sell products or receive commissions. They offer personalized service and aim to be a central source for financial advice.
Assets Under Management$29M
Clients30
Advisors2
Avg. per Client$950K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
