Matheson & Rock Wealth Management provides investment management services to individuals, high net worth individuals, and retirement plans. They determine investment goals, risk tolerance, and time horizons to create investment strategies and manage portfolios. Clients can choose to give Matheson & Rock the authority to make trades without asking them first, or they can approve each trade individually. Matheson & Rock also offers services for variable annuities and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $7.5M | 0.35% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
The annual fee may be negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. Accounts within the same household may be combined for a reduced fee.