Russell Mathews is a registered investment advisor at Mathews Capital Management, based in Folsom, CA, with 11 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 93 clients with $38M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$408K average
Assets Under Management
$38.0M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $300K | 0.90% |
| $300K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
705 Gold Lake Drive, Suite 250, Folsom, CA, 95630
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2019Settled
Employment History
Current Registrations
Mathews Capital Management
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
TD Ameritrade, INC.Broker
February 2017 - May 2019 · 2 yrs 3 mos
TD Ameritrade Investment Management, LLC
February 2017 - May 2019 · 2 yrs 3 mos
TD Ameritrade, INC.
February 2017 - May 2019 · 2 yrs 3 mos
Principal Securities, INC.
November 2015 - February 2017 · 1 yr 3 mos
Principal Securities, INC.Broker
October 2015 - February 2017 · 1 yr 4 mos
Wells Fargo Securities INC.Broker
August 1994 - June 1996 · 1 yr 10 mos
State Registrations1 state
CA
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.