Assets Under Management
$20.1M
Number of Clients
39
Number of Advisors
1
Average Client AUM
$515K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)
Matrix Private Wealth Solutions, Corp. offers discretionary asset management services, sub-advisor managed accounts, and ERISA plan services. Financial planning and consulting are provided at no additional cost as a value-added service. Seminars and workshops are held to educate the public on retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee dependent upon the platform being utilized.
18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258