Advisor at Mathews Capital Management
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Firm
Mathews Capital Management
Location
Folsom, CA 95630
Credentials
Series 63, Series 66
Industry experience
11 years
Russell Mathews is a financial advisor at Mathews Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade, Princor Financial Services Corporation, and Principal Life Insurance Company. Mathews Capital Management is a boutique registered investment adviser serving primarily individual and high-net-worth households. The firm manages discretionary portfolios that combine market-matching ETFs and core fixed income with higher-risk individual stocks and options, employing a range of options and derivatives strategies uncommon among similar firms.
Based on Mathews Capital Management
$0 - $200,000: 1.000% $200,001 - $300,000: 0.900% $300,001 - $1,000,000: 0.800% $1,000,001 - $2,000,000: 0.750% $2,000,001 - $4,000,000: 0.650% $4,000,001+: 0.600%
Separate paid monthly membership program for investment education products; fees for educational products are paid separately from advisory fees.
Account minimum: $200,000 Fee-only: Investment management fee based on tiered AUM schedule; financial planning included as part of investment management services; fees are negotiable and minimums can be waived.
705 Gold Lake Drive, Suite 250
Folsom, CA 95630
California
Mathews Capital Management LLC
2019 - Present (7 years)
TD Ameritrade
2017 - 2019 (2 years)
Princor Financial Services Corporation
2015 - 2017 (2 years)
Principal Life Insurance Company
2015 - 2017 (2 years)
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