William Mullenmeister is a registered investment advisor at Pogson & Matt Wealth Management Group, based in Phoenix, AZ, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 133 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pogson & Matt charges an annual asset management fee based on the value of your investments, billed quarterly in advance. The fee can either include transaction costs (wrap fee) or be charged separately from transaction costs. The maximum annual fee is:
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Mutual Fund/ETF Portfolio:
- $250,000 - $999,999: 1.30% (non-wrap) / 1.50% (wrap)
- $1 million - $2 million: 1.05% (non-wrap) / 1.25% (wrap)
- Over $2 million: 0.80% (non-wrap) / 1.00% (wrap)
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Individual Stock Portfolio:
- $250,000 - $999,999: 1.80% (non-wrap) / 2.00% (wrap)
- $1 million - $2 million: 1.55% (non-wrap) / 1.75% (wrap)
- Over $2 million: 1.30% (non-wrap) / 1.50% (wrap)
If your portfolio contains both mutual funds/ETFs and individual stocks, the fee will be a blend of the two rates. Fees may be negotiable.
Location
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pogson & Matt Wealth Management Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Strategic Advisers, INC.
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.