Matters Capital provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Investment strategies primarily focus on the long term, utilizing low-cost, diversified mutual funds and exchange-traded funds. Financial planning services are offered as part of wealth management or as a stand-alone service. Matters Capital may recommend independent managers or sub-advisors.
Fee Structure
Matters Capital offers wealth management services for a fee based on the average account balance, ranging up to 1.25% annually. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable. Matters Capital may use independent managers, and the total blended fee will not exceed 2.00% annually.