The Mathes Company provides investment advice to both individual and institutional clients. The firm tailors its advisory services to the individual needs of clients. While most accounts are fully discretionary, clients can impose restrictions on the mix of the account regarding equities versus fixed income and cash levels.
Assets Under Management$340M
Clients216
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees can be negotiable if the account is lightly managed (e.g., solely fixed income).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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