Matthew Sandstrom
Matthew Sandstrom is a registered investment advisor at Pivotal Wealth and Tax, based in Preston, MN, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 226 clients with $13M 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 $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K+ | 1.00% |
Fees are negotiable. For accounts managed through Pontera, the fee is 1% of the assets held in the Pontera account, plus 0.25% on transfer on death individual (TODI) account assets held outside of the client's qualified account.
Fee Estimator
Location
141 Fillmore St W, Preston, MN, 55965
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 ActivitiesSells Insurance
Matthew is a licensed insurance agent with Socha Consulting, LLC since September 2024. He dedicates a few hours per week to this activity, including time during securities trading hours.
Employment History
Current Registrations
Pivotal Wealth and Tax
Previous Registrations
Entrewealth
Chapwood Capital Investment Management, LLC
Chapwood Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward Jones
Edward JonesBroker
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.