Bradley Mattix
Bradley Mattix is a registered investment advisor at Mattix Wealth Management LLC, based in Jeffersonville, IN, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mattix Wealth Management does not directly manage your investments. Instead, they refer you to AE Wealth Management, who charges a percentage of your assets under management. Mattix Wealth Management receives a portion of AE Wealth Management's fee as a referral fee.
AE Wealth Management's fees are:
- Under $10 million: 1.90% per year
- $10 million and above: 1.75% per year
AE Wealth Management typically retains no more than 0.90%, with Mattix Wealth Management retaining the difference.
Location
Jeffersonville, IN
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Regulatory History (1)
Criminal
October 1991Employment History
Current Registrations
Mattix Wealth Management LLC
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.