Steven Matteson is a registered investment advisor at Twin Tiers Consulting, LLC, based in Corning, NY, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $24M 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 | 1.00% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
For individual stocks, ETFs, and exchange-traded options, the fee is the above-referenced annual fee plus 1.00%. TTC also offers a performance-based fee schedule equal to 1.00% of assets plus a percentage of the difference between a client's account and that of an appropriate benchmark/index or set percentage return. This fee is typically 20% of the account's performance above the benchmark.
Fee Estimator
Location
Corning, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a member of Burns Matteson Capital Management LLC, a financial planning firm. He dedicates minimal time to this role.
Employment History
Current Registrations
Twin Tiers Consulting, LLC
Previous Registrations
Burns Matteson Capital Management
State Registrations2 states
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