Matthews Wealth Management (MWM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. MWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. Financial planning is often integrated with investment management. MWM primarily uses exchange-traded funds (ETFs) and may also use mutual funds, individual stocks, and fixed income securities.
Assets Under Management$37M
Clients81
Advisors1
Avg. per Client$460K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may vary depending on the nature and complexity of each Client’s circumstances or with the inclusion of financial planning or other services. Fees may be negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...