Laurel Steward
Laurel Steward is a registered investment advisor at Mattson Financial Services, LLC, based in Kentwood, MI, with 5 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee is 1.50% for managed portfolios. Held-away asset management is charged at a maximum annual fee of 0.50%. Fees are negotiable.
Fee Estimator
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
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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