Laurel Steward
Laurel Steward is a registered investment advisor at Mattson Financial Services, LLC, based in Kentwood, MI, with 4 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,127 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mattson Financial Services (MFS) uses Gradient Investments (GI) as a co-advisor for investment management. The fee is 1.50% annually, with MFS receiving 1.10% and GI receiving 0.40%. For Client Directed Accounts, there is a flat annual fee of $300, with MFS receiving $0 and GI receiving $300. MFS also offers direct asset management services for assets held away at a maximum annual fee of 0.50%. These fees are negotiable.
Location
3226 28th Street Se, Kentwood, MI, 49512
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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
Laurel is the Director of Operations and an agent at Lakeview Financial Group, LLC, where she is involved in insurance sales since 2014. This takes about half of her time, including a few hours per week during trading hours.
Employment History
Current Registrations
Mattson Financial Services, LLC
State Registrations1 state
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