Mattson Financial Services (MFS) is a financial planning and investment management firm. MFS manages investments and offers financial planning services, including retirement planning. MFS uses model managers and platform providers. MFS also offers consulting services on specific topics like estate planning and retirement planning. MFS holds seminars and workshops to educate the public.
Fee Structure
Mattson Financial Services (MFS) uses Gradient Investments (GI) as a co-advisor for investment management. The fee is 1.50% annually, with MFS receiving 1.10% and GI receiving 0.40%. For Client Directed Accounts, there is a flat annual fee of $300, with MFS receiving $0 and GI receiving $300. MFS also offers direct asset management services for assets held away at a maximum annual fee of 0.50%. These fees are negotiable.