Holly Matus is a registered investment advisor at 44 Wealth Management LLC, based in Eugene, OR, with 9 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 229 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
44 Wealth Management's annual investment management fee is based on the total value of assets in your account. The fee is assessed monthly, based on the prior month-end value. The annual fee ranges up to 1.75%. Fees can be structured as a fixed percentage, tiered, or linear schedule.
Location
2350 Oakmont Way, Suite 104, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
44 Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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