Matheson Financial (CRD# 146813) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $4,684,922 in 89 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts89ACCOUNTS
Average Account Value$52,640
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
Ian Matheson (CRD# 5503858) is an Investment Advisor Representative working at Matheson Financial in Bonita Springs, FL and has over 10 years of experience in the finance industry.