Match Grade Advisors offers financial planning, consulting, and portfolio management services. Financial planning involves analyzing a client's financial situation and goals to create a plan. Portfolio management is offered on both discretionary and non-discretionary bases. The firm may use separate account managers and also provides consulting services to qualified retirement plans and their participants. They also offer advice on cryptocurrency and digital assets.
Fee Structure
Match Grade Advisors charges a fee based on the value of your portfolio. The exact rate depends on the type and size of your investments, and the services you need, but it will not exceed 1.9% per year. Fees are determined separately for each account and are negotiable at the account opening. Fees are typically paid quarterly, based on the value of your portfolio at the end of the quarter.
There are two fee schedules, one for cash accounts and one for special arrangement fees (due to family or potential). The fees for cash accounts are higher than the fees for other assets.