Matisse Capital offers investment advice, financial planning, and retirement plan management. Investment advice includes asset allocation and selecting mutual funds and partnerships. Financial planning is offered on a limited or comprehensive basis. Matisse aims to tailor client relationships to their preferences regarding portfolio decisions and products.
Assets Under Management$1.5B
Clients353
Advisors10
Avg. per Client$4.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee structure may be amended from time to time by Matisse upon 30-60 days’ prior written notice. Fees may be negotiable based on the amount of assets being managed or in some situations a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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