Matrix Private Wealth Solutions, CORP.
Assets Under Management
$20.1M
Number of Clients
39
Number of Advisors
1
Average Client AUM
$515K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)
About This Firm
Matrix Private Wealth Solutions, Corp. offers discretionary asset management services, determining investment goals, time horizons, objectives, and risk tolerance. Financial planning and consulting are provided at no additional cost. They may hire sub-advisors to manage client assets. Seminars and workshops are held to educate the public on retirement planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee dependent upon the platform being utilized.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. For sub-advisor managed accounts, clients may incur additional platform or subadvisor fees. The annual fee may be negotiable. The firm requires a minimum of $1,000,000 to open an account, but this may be waived.
Areas of Practice
Location
18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258