Matthew Staffieri is a registered investment advisor at Staffieri Capital LLC, based in Lehi, UT, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.8M | 1.05% |
| $3.8M - $7.0M | 0.95% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are billed quarterly in advance using a blended fee schedule. Accounts of household members may be aggregated.
Fee Estimator
Location
2801 N. Thanksgiving Way, Suite 190, Lehi, UT, 84043
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 →Other Business Activities
Matthew is the President of Artegius Capital, Inc., an investment firm, since 2022. He dedicates about 10-20% of his time to fund management, with all hours during trading hours.
Employment History
Current Registrations
Staffieri Capital LLC
Rovin Capital
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
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.
Exams
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