Matthew Stahl is a registered investment advisor at Liv Wealth Management, based in Long Lake, MN, 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 Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable and may be waived or discounted for associates, their family members, and pre-existing relationships. Accounts for the same household are aggregated for the benefit of discounting the asset-based fee.
Fee Estimator
Location
1850 W. Wayzata Blvd, Suite 240, Long Lake, MN, 55356
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business Activities
Matthew is an owner and shareholder of Ascent, LLC, a community building organization, dedicating about 10-20% of his time. He also owns The FITHAUS, a CrossFit gym, spending minimal time on this activity.
Employment History
Current Registrations
Liv Wealth Management
Previous Registrations
Fiat Wealth Management
Foundations Investment Advisors LLC
Capital Asset Advisory Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.