Stephan Weinberger is a CFA-designated registered investment advisor at Matrix Asset Advisors INC, based in White Plains, NY, with 19 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 650 clients with $1.4B 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Rates shown are for the Large Capitalization Value strategy. Accounts under $1M assume a fee of 1.00%. Dividend Income strategy rates range from 0.30% to 0.65%. Fixed Income strategy is 0.40%. Fees are negotiable under certain circumstances.
Fee Estimator
Location
10 Bank Street, Suite 590, White Plains, NY, 10606
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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 →Employment History
Current Registrations
Matrix Asset Advisors INC
Previous Registrations
Armstrong Shaw Associates INC.
State Registrations1 state
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.
Exams
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