MS
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Matthew Stratton
25 Years of Experience
Fort Myers, FL
1 Disclosure
Matthew Stratton is a registered investment advisor at Girard Advisory Services, LLC, based in Fort Myers, FL, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,362 clients with $2.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiated based on special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5237 Summerlin Commons Boulevard, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Settled
Employment History
Current Registrations
Girard Advisory Services, LLC
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Stratos Wealth Partners, LTD
October 2012 - January 2016 · 3 yrs 3 mos
Charles Schwab & CO., INC.
May 2000 - July 2012 · 12 yrs 2 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.