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Matthew Mccracken

13 Years of Experience
Burnet, TX
Sells Insurance

Matthew Mccracken is a registered investment advisor at A Sling & a Stone, Incorporated, based in Burnet, TX, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
377 clients
Average Client Portfolio
$278K average
Assets Under Management
$104.6M

Fee Structure

Investment management only (planning not offered)

A Sling & A Stone offers several investment management programs with different fees:

  • Market Anomaly Program (MAP): 0.85% per year for non-accredited investors.
  • Indexed Program Account (IPA): 0.35% per year.
  • Hedged Indexed Program Account (HIPA): 0.60% per year.
  • '40 Act Fund Program and Cash Management Program: 0.25% per year.

Accredited investors may elect a performance-based fee of 0.50% of account principal plus 2.0% of account growth. The firm also charges an account administration fee tiered based on the total value of all accounts managed by the firm.

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Location

123 E. Jackson, Suite 206, Burnet, TX, 78611

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew sells life insurance contracts, potentially to his advisory clients, dedicating about 10% of his time to this activity. He is also employed as an investment adviser representative with Strategic Financial Concepts, LLC.

Employment History
Current Registrations
A Sling & a Stone, Incorporated
January 2021 - Present · 5 yrs 4 mos
Strategic Financial Concepts, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
A Sling & a Stone
January 2019 - December 2020 · 1 yr 11 mos
Investment Centers of America, INC.
August 2017 - October 2017 · 2 mos
Investment Centers of America, INC.Broker
July 2017 - October 2017 · 3 mos
Catamount Capital Partners
February 2006 - December 2006 · 10 mos
Sws Financial Services
July 2004 - August 2005 · 1 yr 1 mo
Sws Financial ServicesBroker
June 2003 - August 2005 · 2 yrs 2 mos
Allstate Financial Services, LLCBroker
April 2002 - June 2003 · 1 yr 2 mos
Hornor, Townsend & Kent, INC.Broker
January 2002 - April 2002 · 3 mos
Securities Management & Research, INC.Broker
June 2001 - December 2001 · 6 mos
State Registrations1 state
TX
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.
Matthew Mccracken - Financial Advisor | TrueAdvisor