Matthew Vanbeekum
Matthew Vanbeekum is a registered investment advisor at Strategic Advisers LLC, based in Farr West, UT, 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
Farr West, UT
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2024Other Business Activities
Matthew works as an independent contractor delivering food for Door Dash in Ogden, Utah. This takes about 10-20% of his time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Raymond James Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations52 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.