Pogson & Matt Wealth Management Group offers investment advisory and financial planning services. They manage portfolios on a discretionary basis, tailoring them to client objectives using a tactical allocation strategy. They primarily use mutual funds, ETFs, and individual stocks. The firm may also provide general advice on tax, estate, business, retirement, education planning, budgeting, and cash flow. Clients can place restrictions on investments.
Fee Structure
Pogson & Matt charges an annual asset management fee based on the value of your investments, billed quarterly in advance. The fee can either include transaction costs (wrap fee) or be charged separately from transaction costs. The maximum annual fee is:
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Mutual Fund/ETF Portfolio:
- $250,000 - $999,999: 1.30% (non-wrap) / 1.50% (wrap)
- $1 million - $2 million: 1.05% (non-wrap) / 1.25% (wrap)
- Over $2 million: 0.80% (non-wrap) / 1.00% (wrap)
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Individual Stock Portfolio:
- $250,000 - $999,999: 1.80% (non-wrap) / 2.00% (wrap)
- $1 million - $2 million: 1.55% (non-wrap) / 1.75% (wrap)
- Over $2 million: 1.30% (non-wrap) / 1.50% (wrap)
If your portfolio contains both mutual funds/ETFs and individual stocks, the fee will be a blend of the two rates. Fees may be negotiable.