Starr-Mathews Financial offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. For retirement plans, they can act as an advisor to the plan sponsor.
Assets Under Management$140M
Clients117
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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