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Mattawe Clements

20 Years of Experience
Marietta, NY
2 DisclosuresSells Insurance

Mattawe Clements is a registered investment advisor at Clements Investment Management, based in Marietta, NY, with 20 years of industry experience. Mattawe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$619K average
Assets Under Management
$26.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Investment management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Marietta, NY

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History

Regulatory History (2)
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Customer Dispute
December 2012
Denied
Customer Dispute
April 1999
Settled
Other Business ActivitiesSells Insurance

Mattawe is an agent/representative for Matt P Clements Insurance and Financial Services since 1990. He also owns Clements Ranching LLC, a farm and ranch raising hay and cattle, since 1956.

Employment History
Current Registrations
Clements Investment Management
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Clements Investment Management
January 2015 - December 2015 · 11 mos
Clements Investment Management
November 2013 - December 2014 · 1 yr 1 mo
Penniall & Associates
October 2011 - February 2014 · 2 yrs 4 mos
World Equity Group, INC.
September 2010 - October 2011 · 1 yr 1 mo
Wealth Planning and Management
February 2009 - October 2011 · 2 yrs 8 mos
Financial Network Investment Corporation
April 2005 - May 2009 · 4 yrs 1 mo
State Registrations2 states
CAOR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.