Individual financial planning and investment advisory fees -All new individual client relationships include both comprehensive personal financial planning and investment advisory services according to the following schedule. The minimum annual fee is $10,000 and is subject to an inflation (CPI) adjustment at our discretion.
First $1,000,000 .....................................................................................1.00% per year
The next $4,000,000 of investment assets................................................. 0.65% per year
The next $5,000,000 of investment assets..................................................0.35% per year
Investment assets in excess of $10,000,000..............................................Negotiable

Matrix Wealth Advisors, Inc. will clearly define what services are included for this fee. If, following an initial review of the client’s financial data, there are issues requiring work exceeding the normal scope, depth, and complexity of services normally performed, the magnitude of the fiduciary responsibility associated with the advisory relationship, or significant additional planning issues (e.g., closely held business owners), that additional work will be billed at a predetermined additional amount.