Mathies Financial Partners offers personalized financial planning, consultations, and referrals to third-party money managers who handle active portfolio management. Mathies Financial Partners specializes in asset accumulation, income, distribution, and estate liability protection. The firm helps clients define long-term goals through its proprietary MYFIT formula, focusing on money, personal goals, family, income, and tax efficiency. For investment management, Mathies Financial Partners acts as a co-advisor, referring clients to independent third-party money managers while continuing to monitor risk tolerance and objectives annually. In addition to planning and referrals, Mathies Financial Partners offers life insurance, long-term care insurance, and annuities through independently licensed representatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Combined fees with third-party managers range from 0.85% to 1.70% annually. Mathies Financial Partners' portion is based on this tiered schedule. Fees are negotiable.