Mathews Capital Management provides wealth management services, including investment management and limited financial planning. The firm offers both wrap and non-wrap programs, with the primary difference being the bundling of brokerage execution services. Financial planning focuses on investment portfolio structure and client goals, influencing investment decisions. Mathews Capital utilizes client meetings and risk assessments to tailor investment services to individual needs.
Assets Under Management$38M
Clients93
Advisors2
Avg. per Client$410K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $300K | 0.90% |
| $300K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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