Mathies Financial Partners provides personalized financial advice through financial plans, consultations, and referrals to outside money managers. Mathies Financial Partners helps clients set long-term financial goals through investments, tax planning, and retirement planning. Mathies Financial Partners specializes in asset accumulation, income, and distribution, as well as estate liability protection.
Fee Structure
Mathies Financial Partners does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge fees ranging from 0.85% to 1.70% annually, depending on the amount of assets managed and the investment strategy you choose. Mathies Financial Partners receives a portion of this fee from the third-party manager. You will not pay Mathies Financial Partners directly for the referral.