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Matthew Stone

Eagles Coast Wealth Management, LLC
17 Years of Experience
Hoboken, NJ
1 Disclosure
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Matthew Stone is a registered investment advisor at Eagles Coast Wealth Management, LLC, based in Hoboken, NJ, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 129 clients with $50M in assets under management.

Eagles Coast Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
129 clients
Average Client Portfolio
$388K average
Assets Under Management
$50.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3M+1.50%

Fees are billed monthly in advance and are negotiable based on relationship history, account composition, and asset size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Hoboken, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2011
Dismissed
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Eagles Coast Wealth Management, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Eagles Coast Wealth Management, LLC
October 2018 - December 2023 · 5 yrs 2 mos
Sandlapper Wealth Management, LLC
March 2017 - November 2018 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
June 2009 - June 2009 · 0 mos
Morgan Stanley
June 2009 - January 2013 · 3 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Wachovia Securities, LLC
October 2004 - April 2009 · 4 yrs 6 mos
State Registrations3 states
CANJNY
Advisor

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
No exam information available for this advisor.
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