Giancarlo Mateus
Giancarlo Mateus is a CFP-designated registered investment advisor at Ironwood Investment Counsel, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Giancarlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 554 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable at Ironwood Investment Counsel's discretion.
Fee Estimator
Location
6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250
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 →Employment History
Current Registrations
Ironwood Investment Counsel, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Aig Financial Advisors, INC.Broker
Charles Schwab & CO., 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.
Exams
More Advisors
- Richard Antonio, CFAIronwood Investment Counsel, LLC
- Evan Sweeney, CFPIronwood Investment Counsel, LLC
- Matthew Carter, CFA, CFPIronwood Investment Counsel, LLC
- Barrett Geist, CFPIronwood Investment Counsel, LLC
- John Ellison, CFAIronwood Investment Counsel, LLC
- Bruce Williams, CFAIronwood Investment Counsel, LLC