Michael Gaston
Michael Gaston is a registered investment advisor at Stewardship Wealth Management LLC, based in Long Beach, CA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are for directing clients to Matson Money, Inc. These fees are negotiable and are separate from the 0.50% expense ratio associated with the Matson Money funds. Matson Money does not receive an advisory fee from clients.
Fee Estimator
Location
5318 E 2nd Street #561, Long Beach, CA, 90803
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Michael is an independent licensed insurance agent and a lawyer.
Employment History
Current Registrations
Stewardship Wealth Management LLC
Previous Registrations
Stewardship Wealth Management LLC
Stewardship Wealth Management LLC
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.