Matthew Ott is a registered investment advisor at Thousand Wealth Management, based in Chesterfield, MO, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 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 | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Third-party manager charges an additional fee of 0.10% to 0.30% depending on the amount of assets under their management. TWM charges a minimum fee of $2,500 per quarter, unless waived.
Fee Estimator
Location
663 Trade Center Blvd., Chesterfield, MO, 63005
Get directionsHistory
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 Activities
Matthew is a CPA and Partner with Thousand CPA Services, providing accounting and tax preparation services. He spends a majority of his time on this activity.
Employment History
Current Registrations
Thousand Wealth Management
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.