Matthew Staffieri is a registered investment advisor at Rovin Capital, based in Mesa, AZ, with 12 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 671 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rovin Capital offers portfolio management services for a fee based on the type of investment. The fee is charged quarterly, either in advance or after the quarter, based on the market value of your account. The fees range from 0.25% to 2.5% annually for stocks, mutual funds, ETFs, and bonds. The exact fee depends on the specific client agreement. Rovin Capital requires clients to authorize direct billing from their accounts for these fees.
Location
1 N. Macdonald, Suite 201, Mesa, AZ, 85201
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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.
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Matthew is the President of Artegius Capital, Inc., an investment firm, since 2022. He dedicates about 10-20% of his time to fund management, with all hours during trading hours.
Employment History
Current Registrations
Rovin Capital
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
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