Pogson & Matt Wealth Management Group
Assets Under Management
$82.5M
Number of Clients
133
Number of Advisors
3
Average Client AUM
$620K
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services. They offer custom portfolio management on a discretionary basis, using a tactical allocation strategy. Portfolios are constructed primarily with mutual funds, ETFs, and individual stocks. They also provide general non-securities advice on topics including tax planning, estate planning, and retirement planning.
Fee Structure
Asset management fees are based on a percentage of assets managed and are payable quarterly in advance. The fees may be included with transaction costs in a wrap fee or charged separately from transaction costs. For clients partly invested in mutual funds/ETFs and individual stocks, the fee will be blended based on the value of the security types. Hourly financial planning is available at $150 per hour. The firm's minimum account size is $250,000, but this may be waived at the advisor's discretion. Fees may be negotiable.
Areas of Practice
Location
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054