Stephen Mathieu
Stephen Mathieu is a ChFC-designated registered investment advisor at Legacy Financial Solutions, INC., based in Manchester, NH, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 49 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1361 Elm Street, Suite 100, Manchester, NH, 03101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a managing member/accountant at LFS Tax Group, a tax consulting and accounting firm, since 2018. He spends approximately 20 hours per week, with about 15 hours during trading hours, on tax consulting and tax return preparation.
Employment History
Current Registrations
Legacy Financial Solutions, INC.
Previous Registrations
Investors Capital Advisory
Legacy Advisory Services, INC.
Legacy Financial Solutions, INC.
Legacy Financial Solutions, INC.
State Registrations1 state
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