Matthew Stewart
Matthew Stewart is a CFP-designated registered investment advisor at Summit Ridge Advisors, based in Mapleton, UT, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.60% |
If SRA utilizes an Sub-Advisor, the above fee schedule does not include the Sub-Advisor's fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
724 S 1600 W #230, Mapleton, UT, 84664
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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 →Other Business ActivitiesSells Insurance
Matthew is a group leader in his church and manages a duplex owned with his wife. He also sells various lines of fixed insurance products through Stonehill National Ins. Brokerage and other approved FMOs, and operates his financial services practice under the name Summit Ridge Advisors, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Summit Ridge Advisors
Previous Registrations
Parkland Securities, LLCBroker
Spc
Sigma Financial CorporationBroker
PFS Investments INC.Broker
State Registrations2 states
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.