Tanner Mathis is a registered investment advisor at Mdrn Capital, based in Anna, TX, with 10 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 569 clients with $340M 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 | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of MDRN Capital. Certain clients may be grandfathered a rate from previous relationships with the Advisor.
Fee Estimator
Location
Anna, TX
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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 ActivitiesSells Insurance
Tanner co-owns a business selling all-natural beard care products, dedicating minimal time to it. He is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of insurance recommendations.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Edward JonesBroker
Edward Jones
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.