Assets Under Management
$82.5M
Number of Clients
133
Number of Advisors
3
Average Client AUM
$620K
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services. They offer custom portfolio management on a discretionary basis, using a tactical allocation strategy with mutual funds, ETFs, and individual stocks. They also provide non-securities advice on tax, estate, business, retirement, education planning, budgeting and cash flow.
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054