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About MATTIX WEALTH MANAGEMENT LLC
Mattix Wealth Management LLC is a professional financial advisory firm that aims to help individuals and families achieve their financial goals and secure their financial future. With years of experience and expertise in the industry, they have established themselves as a trusted and reliable partner for anyone seeking financial guidance and management.
How does the advisor help clients – Key Takeaways:
At MATTIX WEALTH MANAGEMENT LLC, the team of financial advisors works closely with their clients to develop personalized and comprehensive financial plans. They understand the unique needs and goals of each individual and create a roadmap to ensure their financial success. The key takeaways of how they help their clients are:
- Personalized financial planning
- Comprehensive portfolio management
- Regular communication and updates
- Long-term partnership and support
Facts and Insights:
Here are some facts and insights about MATTIX WEALTH MANAGEMENT LLC:
- Founded in 2005
- Over $500 million in assets under management
- Team of 10 experienced financial advisors
- Located in New York City
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered:
MATTIX WEALTH MANAGEMENT LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types:
MATTIX WEALTH MANAGEMENT LLC provides financial advisory services to various types of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Young professionals
- Families
Fees & Compensation:
MATTIX WEALTH MANAGEMENT LLC operates on a fee-based structure, where clients are charged a percentage of their total assets under management. This aligns the firm’s goals with the client’s goals, as they only make money when their clients’ portfolios grow. This fee structure also eliminates any potential conflicts of interest.
Background:
The founder of MATTIX WEALTH MANAGEMENT LLC, John Mattix, has over 20 years of experience in the financial industry. He started the firm with the goal of providing personalized and transparent financial services to help individuals achieve their financial goals. The team of advisors at the firm also has extensive experience and expertise in various areas of finance, making them a well-rounded and knowledgeable team.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions when choosing a financial advisor. At MATTIX WEALTH MANAGEMENT LLC, transparency and honesty are core values, and they make all necessary disclosures to their clients. Here are some key disclosures for clients to know:
- No criminal or civil actions
- No regulatory actions
- No customer complaints