Steven Mattern
Steven Mattern is a registered investment advisor at Amfg Wealth Management LLC, based in Westlake, OH, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 634 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMFG Wealth Management charges a percentage of your portfolio's value each year. The specific percentage ranges from 0.12% to 1.75% depending on the amount of your assets. The final fee schedule is outlined in your Investment Policy Statement. Fees are negotiable. AMFG Wealth Management may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors.
Location
924 Westpoint Parkway, Suite 100, Westlake, OH, 44145
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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
Steven is an insurance agent with Sentinel Financial Solutions since October 2023, dedicating nearly full-time hours to this role. He also coaches for the Special Olympics, but this is not investment-related and does not occur during trading hours.
Employment History
Current Registrations
Amfg Wealth Management LLC
Previous Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
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.