Matrix Private Capital Group offers wealth management and advisory services, incorporating both traditional and alternative investments. Matrix creates customized portfolio policies based on a client's values, goals, and risk tolerance. Matrix also manages special purpose co-investment vehicles. Matrix's recommendations are generally implemented through vetted investment managers. Matrix primarily serves high-net-worth individuals and families.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is up to 1.5% on assets under management. The fees will be determined based upon a number of factors including but not limited to, the scope and complexity of work, the size of client assets, and the amount of resources involved in providing the services. To the extent that Matrix recommends that a client invests a portion of its assets in an SPV, the Adviser will not charge this annual fee in respect of such assets.