Matthew Anderson
Matthew Anderson is a CFP-designated registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 19 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,022 clients with $1.4B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
4800 Bee Caves Road, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Criminal
November 2010Other Business ActivitiesSells Insurance
Matthew sells fixed insurance products, dedicating minimal time to this activity. He also owns Anderson Oaks Ranching, LLC, raising livestock, and is a registered representative with B.B. Graham & Company and an IAR with Per Stirling Capital Management, LLC.
Employment History
Current Registrations
Per Stirling Capital Management, LLC
B.B. Graham & Company, INC.Broker
Previous Registrations
Couch Hallum Financial Group
Securities America, INC.Broker
State Registrations8 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.