Match Grade Advisors manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth clients, businesses, trusts, estates, and retirement plan participants. Match Grade Advisors offers both discretionary and non-discretionary investment management, meaning the firm can make trades on your behalf automatically or check with you before every trade. The firm also works with separate account managers to provide a variety of investment styles. In addition to traditional investments, Match Grade Advisors can provide guidance on digital assets and cryptocurrencies, recommending specialized custodians and platforms for those holdings. Financial planning services cover a personalized analysis of your life goals, income, and financial needs using computer software tools, and the firm can coordinate with your attorney or tax professional with your permission. Match Grade Advisors also provides consulting services for retirement and pension plans, assisting plan sponsors and participants with investment selection and education.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.90% |
| $100K - $500K | 1.55% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally determined separately for each account and do not exceed 1.90% annually. Different asset types have separate schedules starting at 0.25% or 0.15%. Special arrangement fees may apply. Fees, including flat dollar rates and combination methods, are negotiable at account opening.