Andrew Matz is a registered investment advisor at Oak Road Wealth Management, based in Lee'S Summit, MO. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 108 clients with $80M 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 | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
For clients with $500,000 or more in assets under management, comprehensive financial planning services are provided at no additional cost as part of the advisory fee. For clients with less than $500,000 under management, financial planning services are available for an additional negotiable fee.
Fee Estimator
Location
Lee'S Summit, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oak Road Wealth Management
State Registrations1 state
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