Matthew Folz is a registered investment advisor at Avantax Planning Partners, INC., based in Evansville, IN, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
21 SE Third Street, Ste. 500, Evansville, IN, 47708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Vice President and Accountant with Harding, Shymanski & Company, P.S.C., a regional CPA firm, working full-time. He also volunteers as a Finance Committee Member for the Sisters of St. Benedict, dedicating minimal time to this activity.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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