Mathew Bacon is a registered investment advisor at Hogantaylor Wealth, based in Tulsa, OK, with 24 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 361 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees may be negotiable for accounts over $25,000,000. The total blended fee, including HoganTaylor Wealth’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
2222 S. Utica Place Suite 200, Tulsa, OK, 74114-7000
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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
Hogantaylor Wealth
Previous Registrations
Charles Schwab & CO., INC.
State Registrations2 states
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