Janet Matheron is a registered investment advisor at Masonboro Advisors, based in Wilmington, NC, with 2 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 206 clients with $160M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees may be negotiated based on the nature of services, complexity of the client’s situation, pre-existing relationships, or other special circumstances.
Fee Estimator
Location
5815 Oleander Drive, Suite 260, Wilmington, NC, 28403
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 ActivitiesSells Insurance
Janet manages office activities and client relationships at Masonboro Advisors, dedicating about half her time. She is also an independent insurance agent selling various insurance products (excluding variable annuities), dedicating minimal time to this activity.
Employment History
Current Registrations
Masonboro Advisors
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.