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Burns Matteson Capital Management, LLC

Updated today

Total assets under management

$342,463,548

Total clients

198

36% high-net worth

Total advisors

4

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

50

Average account size

$1,729,614

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees range from $5,000 to $8,000 on a fixed fee basis; Traditional Financial Plan $8,000 first year, Specialized Financial Plan $5,000 first year; annual retainer fee $3,500 starting year two (optional)

Percentage

$0 - $500,000: 1.50% annually (capped at $5,000 annually) $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%

Project-based

$400 per hour for consultative services

Other

Account minimum: $2,000,000 minimum for Wealth Management Services (with negotiated minimums for Investment Management only services); $500,000 minimum for certain accounts with higher fees Minimum fee: Minimum quarterly fee of $4,500 for Wealth Management accounts under $2 million (exceptions may apply) Fee-only: Fee-only financial planning and investment advisory services; no commissions received

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Burns Matteson Capital Management, LLC

42 E. Market St.

Corning NY 14830, United States

Number of offices

2

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