MATTERN WEALTH MANAGEMENT LLC
Lawrence, Kansas
Mattern Wealth Management LLC, based out of Lawrence, KS, is a small investment advisory firm dedicated to providing comprehensive financial solutions to their clients. With a team of five highly skilled professionals, including three investment advisors, they offer personalized services tailored to the unique needs and goals of their clients. Mattern Wealth Management's compensation structure encompasses various types, such as subscription fees and fixed fees, ensuring transparency and alignment with client interests. With over 440 individual clients and an impressive $420,436,000 in assets under management, they have establishe...
See more
Loading...

Assets Under Mgmt

$420.44M

Investment Professionals

3

Locations

0

% 401K & Individual

26%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.