MB
CFP
MB
CFP

Matthew Joseph Bower

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
775 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.40%
$20.0M - $30.0M0.35%
$30.0M - $50.0M0.30%
$50.0M - $75.0M0.25%
$75M+0.25%

Fees negotiable for accounts over $75,000,000. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

165 North Meramec Suite 130, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clayton Financial Group, LLC
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
October 2009 - July 2015 · 5 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.