Matriarch Wealth Management offers investment advisory services, including portfolio management (discretionary or non-discretionary) and financial planning. Financial planning covers areas like business planning, retirement, and estate planning. The firm also provides retirement plan consulting to employer plan sponsors. Matriarch Wealth Management uses Dynasty Financial Partners for operational support and access to investment programs.
Assets Under Management$270M
Clients71
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.85% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.60% |
Fees are negotiable depending on individual client circumstances and account type. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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