SERVICES

MATADOR FINANCIAL is a FEE-ONLY financial advisory firm.
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Fee Schedule

Market Value of Investments Annual Fee
$0 - $499,999 1.5%
$500,000 - $999,999 1.25%
$1,000,000 – AND ABOVE 1.00%

401k Management: 0.5%

(This is your current company retirement plan where we do not hold but we can advise you on your current company plan.)
Specialized Planning
Second Opinion Review:
Upholding a Fiduciary standard, we provide objective advice on financial questions that may arise in your life. Some examples are:
  • • Is my current advisor charging me too much in fees?
  • • Should I invest in a private business opportunity?
  • • Buying vs leasing a home or car
  • • Should I buy an annuity or life insurance?
  • • Can I afford to go on this vacation or buy this new item?
Investment Management:
  • • Brokerage/Retail
  • • IRA/Roth IRA
  • • Trust Accounts
Financial Goal Projections:
  • • Retirement Planning
  • • Cash Flow Analysis
  • • Education Savings
Insurances Needs Analysis
  • • Life Insurance
  • • Disability Insurance
  • • Annuities
Estate Plan Analysis
  • • Wills, Trusts and POA reviews
  • • Account titling
  • • Beneficiary designations
Tax Planning Analysis
  • • Tax loss harvesting
  • • Tax deferred contribution optimization
Business Investment Management
  • • Business retirement plans (401k, SEPs, Simple)
  • • Acquisition/Sale consultation