Mathis Wealth Management offers financial planning, financial consulting, third-party investment advisor referral services, investment management, and retirement plan services. Mathis tailors its services to each client's financial situation, investment objectives, and risk tolerance. Mathis may refer clients to third-party investment advisors and receives compensation for these referrals.
Fee Structure
Mathis Wealth Management offers investment management services where either Mathis or an independent investment manager manages your investments. The annual fee is a percentage of the value of your portfolio. Mathis generally uses mutual funds or exchange traded funds, stocks and bonds. The maximum investment management fee is 1.25% of your portfolio value. Fees are billed quarterly in advance. If you have an account at American Funds Service Company or an annuity company, the maximum fee is 1.0%.