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FINANCIAL ADVISOR FEES

Transparency and clarity from our wealth management fees to our financial services process.

OUR FEES

MATAURO uses a 'Blended-Tier' fee schedule, which means every $1MM invested is charged at an increasingly lower fee. The result is lower net fees as accounts grow over time.

 

As an example, the first $1MM invested is charged at 1%. The second $1MM is charged at 0.85%, resulting in a net annual fee of 0.92%.

 

There are no commissions, maintenance charges, trading fees, or other transaction costs assessed on your accounts. 

BLENDED TIERED FEE SCHEDULE (Accounts Greater than $500K)

Account Value
Advisory Fee
> $500K to $1MM
1.00%
> $1MM to $2MM
0.85%
> $2MM to $3MM
0.75%
> $3MM to $4MM
0.65%
> $4MM to $5MM
0.60%
> $5MM to $7.5MM
0.55%
> $7.5MM to $10MM
0.52%
> $10MM to $15MM
0.49%
> $15MM to $20MM
0.46%
> $20MM to $30MM
0.43%
> $30MM to $40MM
0.41%
> $40MM to $50MM
0.39%
> $50MM
0.37%

FLAT FEE RATE (Accounts Less than or equal to $500K)

Account Value
Advisory Fee
$0 - $500,000
1.25%
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