| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Louisville, KY
Get directionsMatthew is president of several companies, including Dicken Leasing, Dicken Performance, M&C Ventures, Retirement Planning University, and Strategic Wealth Intellectual Property. He also founded Total Return Capital Management, a private equity fund, and Strategic Wealth Property & Casualty, a property and casualty insurance agency.