Lyle Hatch is an investment advisor representative with Jeffrey Matthews Wealth Management (JMWM) and a registered representative with The Jeffrey Matthews Financial Group (JMFG), a broker-dealer. He customizes investment recommendations based on individual client needs and maintains communication to adapt to changing conditions. A conflict of interest exists because Mr. Hatch can recommend securities or insurance products from JMFG, from which he receives commissions. Clients can choose between advisory or brokerage accounts, each with different fee structures.
Fee Structure
Lyle Hatch, through Jeffrey Matthews Wealth Management, offers investment advisory services. Clients can choose between an advisory account, where they pay a percentage of their assets, or a brokerage account, where they pay commissions on each transaction. Mr. Hatch may receive 12b-1 fees from mutual fund companies and a finder's fee of up to 1% on certain mutual fund purchases when a client's holdings exceed $1 million. These fees are applied to the overall account so that the total fees will not exceed the advisory fee schedule. The advisory fees are negotiable.