Jeffrey Matthews Wealth Management, LLC
Assets Under Management
$127.2M
Number of Clients
360
Number of Advisors
16
Average Client AUM
$353K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lyle Hatch is an Investment Advisory Representative with Jeffrey Matthews Wealth Management, LLC. He is also a Senior Vice President with The Jeffrey Matthews Financial Group, LLC (JMFG). He customizes investment recommendations to fit client needs and maintains communication to suit current conditions.
Fee Structure
Mr. Hatch's clients may maintain investment accounts at JMFG. Clients will pay an asset-based fee on a quarterly basis for advisory accounts, as described in the JMWM brochure. For brokerage accounts, clients pay commissions per transaction. JMWM and Mr. Hatch may receive 12b-1 fees and a finder's fee of up to 1% on new purchases of certain mutual fund investments when a client’s total holdings in a specific mutual fund family equal or exceed $1 million. Advisory fees are subject to negotiation.
Areas of Practice
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932