R. S. Mattei & Company is a registered investment advisor based in Shreveport, Louisiana, offering personalized consulting services through its signature program, The Game-Day Pathway. Rather than managing portfolios directly, R. S. Mattei & Company acts as a solicitor, referring clients to independent portfolio strategists through Orion Portfolio Solutions. The firm assists clients with initial asset allocation and periodic reviews, while third-party independent managers handle day-to-day trading and portfolio execution. R. S. Mattei & Company tailors its advisory services to individuals, corporations, and business entities based on individual goals, risk tolerance, and investment experience. In addition to investment consulting, the principal owner is licensed to offer insurance products through a separate entity. The firm maintains no minimum investment requirement and never takes custody of client funds, which are held independently by qualified custodians.
Fee Structure
R. S. Mattei & Company does not charge direct investment management fees. Instead, the firm is paid a referral fee directly by Orion Portfolio Solutions based on the market value of assets in your account. Any fees are negotiable and are deducted monthly from your account by the independent manager.