MATADOR FINANCIAL is a FEE-ONLY financial advisory firm.
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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

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