Assets Under Management
$387.0M
Number of Clients
1,007
Number of Advisors
8
Average Client AUM
$384K
AUM per Advisor
$48.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mattson Financial Services, LLC (MFS) offers financial planning and investment management services. They utilize sub-advisors and co-advisors for asset management. Financial planning includes ongoing and individual consultation services. The firm's managing partner is affiliated with entities that sell insurance products, creating a potential conflict of interest.
3226 28th Street Se, Kentwood, MI, 49512