Jeffrey Mathies
Jeffrey Mathies is a registered investment advisor at Mathies Financial Partners, based in Pueblo, CO, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 324 clients with $100M 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 $1.0M | 0.95% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Combined fees with third-party managers range from 0.85% to 1.70% annually. Mathies Financial Partners' portion is based on this tiered schedule. Fees are negotiable.
Fee Estimator
Location
540 E. Abriendo Avenue Suite B, Pueblo, CO, 81004
Get directionsHistory
Regulatory History (1)
Regulatory
August 2018Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 2005, dedicating a few hours per week to selling insurance products. He also provides irrigation design, implementation, and field cultivation services through Grumpy's Tractor Service dba Fairview Ranch, spending minimal time on administrative and managerial duties.
Employment History
Current Registrations
Mathies Financial Partners
Previous Registrations
Redhawk Wealth Advisors, INC.
State Registrations3 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.
Exams
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