Matthew Stewart
Matthew Stewart is a registered investment advisor at Eagle Strategies LLC, based in Sandy, UT, with 12 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, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
South Towne Corporate Center 1, 150 West Civic Center Dr, Suite 600, Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2023Other Business Activities
Matthew is an investor in Element Solar LLC, providing a short-term loan, and also invests in a rental property in St. George. These activities require minimal time commitment.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.