Matthew Mcgahey is a CFP, ChFC-designated registered investment advisor at Steadfast Financial Services, based in Altamonte Springs, FL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 49 clients with $67M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may differ based on relationship size, accounts within the same household, level of services needed, trading activity, and conservative allocations. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
Altamonte Springs, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Steadfast Financial Services
State Registrations2 states
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