Matthew Bumstead
Matthew Bumstead is a registered investment advisor at Sb Advisory, LLC, based in Atlanta, GA, with 20 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 1,574 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.
Fee Estimator
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Other Business ActivitiesSells Insurance
Matthew spends nearly all of his time as a DBA for SB Advisory business through Clarity Capital Management Corp and managing Clarity Tax Management. He also dedicates minimal time to non-variable insurance (life, disability, and long-term care) and acting as a trustee for family trusts.
Employment History
Current Registrations
Sb Advisory, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, 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.