Pogson & Matt Wealth Management Group, LLC is a registered investment advisor offering custom portfolio management and financial planning services. The firm builds tailored portfolios using mutual funds, exchange-traded funds, and individual stocks, utilizing a tactical allocation strategy designed to manage risk and pursue growth. Clients can choose between standard accounts or bundled pricing options that cover trading and custody expenses. In addition to managing investments, Pogson & Matt provides guidance on broader financial topics such as retirement planning, tax strategies, estate planning, and cash flow management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Rates shown reflect the maximum individual stock portfolio fees under the bundled pricing schedule. Alternative schedules apply for mutual fund and exchange-traded fund portfolios and non-bundled arrangements. Fees are negotiable.