IT Matters Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. IT Matters Financial creates customized investment solutions using low-cost, diversified mutual funds and ETFs. Financial planning services cover areas like retirement, education, and estate planning. IT Matters Financial acts as a fiduciary, committed to the client's best interests.
Assets Under Management$9.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.2M
Fee Structure
Planning is included in investment management (also available separately)
IT Matters Financial charges a fee for managing your investments, which is calculated quarterly based on the value of your portfolio. The annual fee is determined by the following schedule:
- $0 to $100,000: $0 management fee, but a $1,800 total annual fee (includes $150/month planning fee)
- $100,001 to $200,000: $1,000 management fee, totaling $2,800 annually (includes $150/month planning fee)
- $200,001 to $300,000: $2,000 management fee, totaling $3,800 annually (includes $150/month planning fee)
- $300,001 to $400,000: $3,000 management fee, totaling $4,800 annually (includes $150/month planning fee)
- $400,001 to $500,000: $4,000 management fee, totaling $5,800 annually (includes $150/month planning fee)
- $500,001 to $1,000,000: $6,000 total annual fee
- $1,000,001 to $2,000,000: $8,000 total annual fee
- Over $2,000,000: $10,000 total annual fee
Clients with over $500,000 in assets under management do not pay the monthly planning fee.
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