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