Matthew Lesnikowski
Matthew Lesnikowski is a registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 36 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
Get directionsHistory
Regulatory History (4)
Judgment / Lien
May 2019Customer Dispute
April 2004Customer Dispute
April 2004Regulatory
November 2003Other Business Activities
Matthew works part-time at Menards, a home improvement store, assisting customers with sales and service, cleaning, and stocking. This takes about half of Matthew's time and is not investment-related.
Employment History
Current Registrations
Saxony Capital Management, LLC
Patrick Capital Markets, LLC
Patrick Capital Markets, LLCBroker
Previous Registrations
Saxony Capital Management, LLC
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Pioneer Institutional Asset Management, INC.
Pioneer Investment Management, INC.
Pioneer Funds Distributor, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.