MATAURO provides wealth management services, including asset management and financial planning, on a discretionary or non-discretionary basis. They also offer financial planning and consulting services covering various areas like business planning, retirement planning, and college planning. MATAURO can recommend third-party money managers and uses Pontera to manage held-away accounts. They also work with a third party for fee-based insurance products.
Assets Under Management$1B
Clients876
Advisors10
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.52% |
| $10.0M - $15.0M | 0.49% |
| $15.0M - $20.0M | 0.46% |
| $20.0M - $30.0M | 0.43% |
| $30.0M - $40.0M | 0.41% |
| $40.0M - $50.0M | 0.39% |
| $50M+ | 0.37% |
Advisory fees are negotiable based on individual client circumstances and account characteristics. At the Firm’s discretion, the assets of related accounts within a household may be aggregated for fee calculation purposes, which may result in a lower effective advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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