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Matthew Stone is a registered investment advisor at Eagles Coast Wealth Management, LLC, based in Daniel Island, SC, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 149 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
149 clients
Average Client Portfolio
$219K average
Assets Under Management
$32.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
225 Seven Farms Drive, Suite 203, Daniel Island, SC, 29492
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2011Dismissed
Employment History
Current Registrations
Eagles Coast Wealth Management, LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Eagles Coast Wealth Management, LLC
October 2018 - December 2023 · 5 yrs 2 mos
Sandlapper Wealth Management, LLC
March 2017 - November 2018 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
June 2009 - June 2009 · 0 mos
Morgan Stanley
June 2009 - January 2013 · 3 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Wachovia Securities, LLC
October 2004 - April 2009 · 4 yrs 6 mos
State Registrations3 states
CANJNY
Advisor
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
No exam information available for this advisor.