Melissa Matson LLC provides portfolio management based on individual client goals and risk tolerance, including creating investment policy statements and regular portfolio monitoring. They also offer pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. Melissa Matson LLC generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and private equity funds.
Assets Under Management$15M
Clients118
Advisors3
Avg. per Client$130K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are somewhat negotiable. Melissa Matson LLC may direct clients to Orion Portfolio Solutions (OPS) or AE Wealth Management (AEWM) where total fees could be up to 2.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...