Matrix Planning offers investment advice and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs, goals, risk tolerance, and time horizon. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They also provide general non-securities advice on tax, budgetary, estate, and business planning.
Fee Structure
Matrix Planning charges a monthly retainer fee for investment management services, which is negotiated with each client. The fee takes into account the complexity of the client's situation, the amount of assets to be managed, anticipated future assets, related accounts, portfolio style, and reporting needs. The specific fee is outlined in the contract.