Matthias Private Wealth provides investment management, financial planning, estate and charitable planning, tax planning and preparation, consulting, bookkeeping, and bill pay services. They work with individuals, trusts, estates, charitable organizations, corporations, and pension plans. Matthias Private Wealth develops an investment plan with each client, considering their goals, experience, and financial situation. They may use sub-advisors and coordinate with other professionals like attorneys and accountants.
Fee Structure
Matthias Private Wealth manages investment portfolios for clients, either with or without the ability to make trades without asking first. They may use outside investment managers. The annual fee is up to 1.00% of the value of your portfolio. However, if you also use Matthias Private Wealth for other services like tax planning, the fee can be up to 2.00%. The minimum account size is generally $5 million, but they may accept smaller accounts subject to a $50,000 minimum annual fee.