| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
400 Chesterfield Center, Suite 125, Chesterfield, MO, 63017
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Learn about disclosures →Matthew is a member and investment advisor representative at MBM Wealth Consultants, LLC, dedicating nearly full-time hours to investment advisory services. He also serves as a member and agent at MBM Insurance Services, LLC, spending minimal time on sales and service of fixed insurance products, and is a member of two business entities for tax and acquisition purposes.