For discretionary wealth management, clients typically pay up to 1.5% annually on assets under management. Fees are determined by factors like scope, complexity, asset size, and resources involved. For non-discretionary assets, the annual fee is also capped at 1.5%. Fixed fees for non-discretionary services can be negotiated. Clients may also incur third-party fees like account maintenance, custodial, and transaction charges, as well as fees from underlying investment vehicles. Matrix may hire other investment advisers, with fees ranging from 0.10% to 0.85%.
Phoenix, AZ
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