Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Minimum quarterly fee of $1,750. Account size may be negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, ranging from 0.25% to 1.60% annually, billed quarterly. A minimum of $500,000 in assets is required, with a minimum quarterly fee of $1,750. Financial planning fees typically range from $2,500 to $5,000 for a comprehensive plan. Hourly consulting is also available: Principals $500/hour, non-principal advisors $200/hour, and administrative staff at $75/hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
Las Vegas, NV
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew works full-time as an electrical engineer for DMI Engineers since 2001. This activity is not investment-related.