Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$384K average
Assets Under Management
$387.0M

Fee Structure

Minimum Investment:None
Hourly Rate:$300/hr

MFS offers several fee structures. For assets managed through sub-advisors, MFS charges 1.00%, with total fees not exceeding 2.5% annually. Co-advisor fees with Gradient Investments are 1.50% annually for Strategic, Tactical, Allocation & Defined Outcome Portfolios and 1.00% for Preservation Portfolios. Client Directed Accounts have a flat fee of $300. Financial planning and consulting are billed hourly at $300 per hour. Assets held away are charged a maximum of 0.50% annually. A $15 quarterly service fee is charged per account or investment strategy for performance and other reporting.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

3226 28th Street Se, Kentwood, MI, 49512

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Regulatory History (1)
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Employment Separation After Allegations
August 2004
Other Business ActivitiesSells Insurance

Gary is involved in several outside business activities. He spends nearly full-time at Lakeview Financial Group, LLC providing insurance services, fixed life & annuity products, health insurance, and tax preparation. He also has roles at Mattson Insurance Agency LLC and Midwest-E-Store DBA Midwest-E-Properties.

Employment History
Current Registrations
Mattson Financial Services, LLC
October 2010 - Present · 15 yrs 3 mos
Previous Registrations
Brookstreet Capital Management
February 2006 - September 2006 · 7 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.