Matthew Lowell is a registered investment advisor at Stadion Money Management, LLC, based in Watkinsville, GA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47,926 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stadion Money Management's fees for retirement account management, offered as a qualified default investment option (QDIA), generally range from 0.15% to 0.75% per year. Fees for individual participant choice options typically range from 0.35% to 1.00% per year, depending on factors like plan size. For some retirement plans, Stadion waives fees for accounts less than $6,000 and assesses a minimum fee of $120 if that amount is greater than the asset-based fee. Fees for investment advisory services generally range from 0.10% to 0.75%.
Location
1061 Cliff Dawson Rd, Watkinsville, GA, 30677
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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 a board member of the Detroit Society For Human Resource Management (SHRM) since January 2023, dedicating a few hours per week to attending board meetings and events. This activity is not investment-related.
Employment History
Current Registrations
Stadion Money Management, LLC
Previous Registrations
Hantz Financial Services, INC.Broker
Adp Broker-Dealer, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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.