Mattson Financial Services, Llc
Kentwood, Michigan
5.0
5 Reviews
Mattson Financial Services, LLC is a reputable investment advisory firm headquartered in Kentwood, MI. With one office serving the local community, the company is dedicated to delivering comprehensive investment advisory services. Comprising a team of five skilled professionals, Mattson Financial Services, LLC boasts expertise in managing a substantial amount of assets under management (AUM), averaging around $46,750,000 per investment advisor, which aligns with industry standards. The firm's compensation structure offers various options, including a percentage of AUM and fixed fees, ensuring flexibility for clients.
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Assets Under Mgmt
$233.73M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: 401K CONSULTING SERVICES
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
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