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Jeffrey Mathies

18 Years of Experience
Pueblo, CO
1 DisclosureSells Insurance

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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
324 clients
Average Client Portfolio
$321K average
Assets Under Management
$104.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $4.0M0.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

540 E. Abriendo Avenue Suite B, Pueblo, CO, 81004

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History

Regulatory History (1)
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Regulatory
August 2018
Final
Other 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
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Redhawk Wealth Advisors, INC.
May 2008 - October 2009 · 1 yr 5 mos
State Registrations3 states
AZCOTX
Advisor

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
No exam information available for this advisor.
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