Matthews Advisors offers financial planning and investment management services. For investment management, they create and manage portfolios based on clients' goals and objectives, either through individual portfolio management or model portfolio management. Financial planning is offered as part of holistic planning for clients, without a separate charge, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services are also available on a more focused basis.
Assets Under Management$52M
Clients80
Advisors1
Avg. per Client$650K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees on amounts over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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