Matthew Mcgahey
Matthew Mcgahey is a CFP, ChFC-designated registered investment advisor at Steadfast Financial Services, based in Altamonte Springs, FL, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 49 clients with $67M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Accounts under $1,000,000 are billed at 1.00% annually. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Altamonte Springs, FL
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 →Employment History
Current Registrations
Steadfast Financial Services
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
More Advisors
- Christopher Toadvine, CFPCertified Advisory CORP
- David Peckham, CFPLPL Financial LLC
- Anthony Rossetti, CFPHeritage Advisors Group, INC.
- Gary Abely, CFPCertified Advisory CORP
- Anthony Perrone, ChFCAmeritas Advisory Services, LLC
- Rupert Curry, CFP