Matthew Augspurger
Matthew Augspurger is a registered investment advisor at Strong Retirement Solutions, based in Bremerton, WA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 343 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees are negotiable.
Fee Estimator
Location
Bremerton, WA
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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 ActivitiesSells Insurance
Matthew is a 5% owner of Grounded Oaks Capital Management, Inc., which provides financial services and insurance products, dedicating minimal time to it. He also owns Balsam Solution, LLC for tax purposes and co-owns Five Musketeers LLC for real estate management, devoting minimal time to the latter.
Employment History
Current Registrations
Strong Retirement Solutions
Previous Registrations
Nepsis, INC.
Nepsis Advisor Services, INC.
Nepsis Capital Management, INC.
Qa3 Financial 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.