Matthew Stankus is a registered investment advisor at Steward Advisors Group, LLC, based in Halfmoon, NY, with 2 years of industry experience. Matthew 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 3 more. Their firm serves 109 clients with $110M 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 | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,000. Alternative investments and private placements are charged at a flat 1.50% annual rate.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
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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 Activities
Matthew is a co-owner of Electric City Athletics, LLC, a fitness/gym business, since 2018. He performs administrative duties, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Steward Advisors Group, LLC
Simmons Capital Group
State Registrations2 states
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