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MA
CFP
MA
CFP

Matthew Anderson

Per Stirling Capital Management, LLC
20 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Anderson is a CFP-designated registered investment advisor at Per Stirling Capital Management, LLC, based in Austin, TX, with 20 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,101 clients with $1.6B in assets under management.

Per Stirling Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.60%
$20M+0.50%

Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4900 Spicewood Springs Road, Suite 300, Austin, TX, 78759

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History

Regulatory History (1)
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Criminal
November 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
January 2017 - Present · 9 yrs 9 mos
B.B. Graham & Company, INC.Broker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Couch Hallum Financial Group
August 2015 - March 2017 · 1 yr 7 mos
Securities America, INC.Broker
May 2006 - December 2016 · 10 yrs 7 mos
State Registrations8 states
CACOIDMANHNJTNTX
AdvisorBrokerBoth

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.
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