Materetsky Financial Group provides investment management services on a wrap fee basis. They also offer financial planning and consulting services, covering investment and non-investment related matters. Additionally, they provide retirement plan consulting services to qualified retirement plans and their participants. Materetsky Financial Group does not offer discretionary investment management.
Fee Structure
Materetsky Financial Group offers investment management services on a wrap fee basis. The annual fee, which is negotiable, ranges from 0.45% to 1.40% of the value of your portfolio. The fee includes investment advice and, if you want it, financial planning and consulting. The exact fee depends on factors like the amount of assets managed, the complexity of your situation, and any personal or family relationships. Keep in mind that similar clients could pay different fees.