Mattern Wealth Management (MWM) offers investment and wealth management, financial planning, and consulting services to individuals, high net worth individuals, trusts, businesses, and corporations. MWM works with clients to determine their investment objectives and risk profile, developing an asset allocation strategy. MWM manages portfolios on a discretionary basis, primarily allocating assets among individual equities, debt securities, exchange-traded funds (ETFs), and institutional mutual funds.
Fee Structure
Mattern Wealth Management's (MWM) annual fee for investment management services is based on a percentage of the assets they manage. The maximum fee is 1.25% per year, but the specific fee is determined by the size and complexity of your accounts, the services required, any negotiated fees, and historical fee schedules. Fees are typically tiered, with different rates applied to different ranges of your portfolio balance. Individual accounts for immediate family members may be aggregated for fee calculation. Advisory fees apply to cash balances unless otherwise negotiated.