Matthew Stephens is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Wilmington, NC, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
398 Carl Street Unit 201, Wilmington, NC, 28403
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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 the owner/sole proprietor of AdvicePoint, LLC, handling management and bookkeeping, and a partner in both 398 Carl, LLC and 9WATL, LLC, where he is a passive investor. He also serves as an officer for the Bar Harbor HOA, attending board meetings and preparing P&L statements; each of these activities requires minimal time.
Employment History
Current Registrations
Strategic Blueprint, LLC
Previous Registrations
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.