Matthew Sauer is a registered investment advisor at Mds Wealth Advisors, LLC, based in Williamstown, MA, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $28M 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 $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.12% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Minimum annual fee is $2,000. Fees are generally negotiable.
Fee Estimator
Location
Williamstown, MA
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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
Matthew is a lawyer who may offer clients advice or products from those activities, which could involve a conflict of interest. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Mds Wealth Advisors, LLC
Previous Registrations
Atlas Private Wealth Management, LLC
Dion Money Management INC
State Registrations4 states
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.