Gary Mattson
Gary Mattson is a registered investment advisor at Mattson Financial Services, LLC, based in Kentwood, MI, with 16 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,127 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee is 1.50% for managed portfolios. Held-away asset management is charged at a maximum annual fee of 0.50%. Fees are negotiable.
Fee Estimator
Location
3226 28th Street Se, Kentwood, MI, 49512
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2004Other Business ActivitiesSells Insurance
Gary is involved in several outside business activities. He spends nearly full-time at Lakeview Financial Group, LLC providing insurance services, fixed life & annuity products, health insurance, and tax preparation. He also has roles at Mattson Insurance Agency LLC and Midwest-E-Store DBA Midwest-E-Properties.
Employment History
Current Registrations
Mattson Financial Services, LLC
Previous Registrations
Brookstreet Capital Management
State Registrations2 states
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
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