Steven Mattus is a registered investment advisor at Sigfig Wealth Management LLC, based in San Francisco, CA, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106,361 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is generally no greater than 0.50% of assets under management. Client fee arrangements vary and SigFig may exercise discretion in determining fees depending on aspects of the Client relationship and other factors, including but not limited to promotions.
Fee Estimator
Location
2443 Fillmore Street, Suite 380-1512, San Francisco, CA, 94115
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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
Sigfig Wealth Management LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Jefferies Investment Advisers, LLC
Jefferies & Company, INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
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.