Matrix Private Wealth Management provides investment advice tailored to clients' needs. They offer both discretionary and non-discretionary portfolio management services. They gather information about your financial situation to develop a strategy and may use model portfolios. They may also recommend third-party money managers and monitor their performance. They primarily advise on mutual funds and ETFs.
Assets Under Management$14M
Clients60
Advisors2
Avg. per Client$240K
Avg. per Advisor$7.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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