Stephen Foltz
Stephen Foltz is a registered investment advisor at Mathies Financial Partners, based in Colorado Springs, CO, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 324 clients with $100M 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 | 0.95% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Combined fees with third-party managers range from 0.85% to 1.70% annually. Mathies Financial Partners' portion is based on this tiered schedule. Fees are negotiable.
Fee Estimator
Location
2860 S Circle Drive #320, Colorado Springs, CO, 80906
Get directionsHistory
Regulatory History (1)
Regulatory
August 2018Employment History
Current Registrations
Mathies Financial Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
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