Matt Myers is a registered investment advisor at Bagby Wealth Management, based in Dexter, MO, with 1 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 149 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bagby Wealth Management offers several investment management programs with different fee structures:
- Tactical Investment Management (TIM): 1.00% annually on accounts up to $4,999,999.99, and 0.50% on amounts $5,000,000 and above. Enrollment in either the Basic or Comprehensive Program is also required.
- Strategic Investment Management (SIM): Fees are based on the Investment Advisory Fee Schedule (same as Comprehensive Investment Advisory Program).
Fees are calculated quarterly and deducted from your account by the custodian. In addition to the advisory fee, SEI charges a fee of $15.00 per quarter for each account less than $50,000.00, and an account termination fee of $75.00.
Location
302 North Walnut, Dexter, MO, 63841
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bagby Wealth Management
State Registrations1 state
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