Matthew Stohlman
Matthew Stohlman is a registered investment advisor at Poinciana Advisors Group, LLC, based in Palm Beach Gardens, FL, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 88 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Poinciana Advisors Group's (PAG) investment management fees are based on a percentage of the value of your portfolio. The fees are negotiable and can vary depending on factors like the amount of assets managed, the scope of services, the complexity of the account, and the origins of the client relationship. The fees can be as high as 1.25%. PAG typically requires a minimum fee of $5,000, although this can be waived.
Location
3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is an owner and CPA at the accounting firm Smith, Stohlman, James & Gardere, P.A. Matthew spends the majority of his business time on this accounting practice.
Employment History
Current Registrations
Poinciana Advisors Group, LLC
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.