Mattson Financial Services is a registered investment advisor offering personalized financial planning and investment management services. The firm works closely with individuals, families, and business owners to build, manage, and preserve wealth through tailored asset allocation strategies, equities, exchange-traded funds, fixed income, and alternative investments. Mattson Financial Services takes a holistic approach to wealth management, coordinating closely with other professionals like certified public accountants and estate attorneys to address retirement, tax strategies, estate planning, charitable giving, and cash flow needs. The firm operates on a fee-based model and utilizes third-party platform providers and model managers to help execute investment strategies. In addition to discretionary portfolio management, the firm offers standalone financial planning, consulting on specific topics, and retirement plan consulting for employer-sponsored plans. Affiliated professionals also offer tax preparation and insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee is 1.50% for managed portfolios. Held-away asset management is charged at a maximum annual fee of 0.50%. Fees are negotiable.