Mattson Financial Services, LLC
Assets Under Management
$387.0M
Number of Clients
1,007
Number of Advisors
8
Average Client AUM
$384K
AUM per Advisor
$48.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mattson Financial Services, LLC (MFS) is a fee-based financial planning and investment management firm. They offer asset management through sub-advisors, co-advisor services with Gradient Investments, and financial planning and consulting services. MFS also uses a third-party platform to manage held-away assets. Seminars and workshops are held to educate the public.
Fee Structure
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
Location
3226 28th Street Se, Kentwood, MI, 49512