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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $61M 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 | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees negotiable for accounts over $10,000,001. For assets invested in private placements and alternative assets, the annual fee rate will be 1.50%.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
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 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
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.