Unrivaled Wealth Management is a registered investment advisor located in Salem, Ohio, founded in 2023 and led by Matthew Garasic. Unrivaled Wealth Management offers comprehensive wealth management, which combines investment management with financial planning. The firm builds personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also utilize third-party investment managers. For financial planning, Unrivaled Wealth Management covers areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, employee benefits, and risk management. Services are available on a project basis, as ongoing planning, or as part of wealth management. Unrivaled Wealth Management operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions from selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are negotiable. Minimum total annual fee for wealth management services is $9,000.