TrueAdvisor
TrueAdvisor
MA
CFP
MA
CFP

Matthew James Anderson

Per Stirling Capital Management, LLC
19 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Per Stirling Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,022 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.60%
$20M+0.50%

Fees may be negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4800 Bee Caves Road, Austin, TX, 78746

Get directions

History

Regulatory History (1)
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Criminal
November 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew sells fixed insurance products, dedicating minimal time to this activity. He also owns Anderson Oaks Ranching, LLC, raising livestock, and is a registered representative with B.B. Graham & Company and an IAR with Per Stirling Capital Management, LLC.

Employment History
Current Registrations
Per Stirling Capital Management, LLC
January 2017 - Present · 9 yrs 1 mo
B.B. Graham & Company, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Couch Hallum Financial Group
August 2015 - March 2017 · 1 yr 7 mos
Securities America, INC.Broker
May 2006 - December 2016 · 10 yrs 7 mos
State Registrations8 states
CACOIDMANHNJTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.