Michael Mather is a registered investment advisor at Trust Alliance Wealth Partners LLC, based in Owensboro, KY, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $6.8M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K+ | 0.75% |
Fees may be discounted or waived for family members and friends of the firm. Fees are billed quarterly in arrears.
Fee Estimator
Location
Owensboro, KY
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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 →Other Business Activities
Michael is the managing member of Pylorus Asset Management LLC, which owns commercial rental real estate. He spends minimal time discussing rental issues with the property manager.
Employment History
Current Registrations
Trust Alliance Wealth Partners LLC
State Registrations1 state
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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