Matthew Fox is a registered investment advisor at Ithaca Wealth Management, based in Memphis, TN, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 72 clients with $13M 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 | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Ithaca Wealth Management also offers a loyalty program that reduces your annual household fee by 0.05% on your two-year and five-year account anniversaries. The annual portfolio management fee for non-profits, foundations, and endowments is a flat 0.35%, regardless of asset size.
Fee Estimator
Location
Memphis, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an adjunct professor at Ithaca College School of Business since April 2022, teaching equity and fixed income analysis, taking up less than a quarter of his time. He is also a writer/contributor for Insider Inc. since April 2020, also taking up less than a quarter of his time.
Employment History
Current Registrations
Ithaca Wealth Management
State Registrations2 states
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