Money Matters
Assets Under Management
$28.6M
Number of Clients
30
Number of Advisors
2
Avg. Portfolio per Client
$955K
Avg. Managed per Advisor
$14.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Money Matters, Inc. provides investment management and financial advice, with a focus on integrating investment and tax planning. Money Matters works with active and retired professionals, executives, and small business owners. The firm offers services on a fee-only basis and tailors its advice to each client's individual needs. Clients benefit from a central source for financial advice, an independent perspective, and responsive service.
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $2.5M | 0.40% |
| $2.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343-9347
