Taylor Steward
Taylor Steward is a registered investment advisor at Mattson Financial Services, LLC, based in Kentwood, MI, with 6 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,127 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mattson Financial Services (MFS) uses Gradient Investments (GI) as a co-advisor for investment management. The fee is 1.50% annually, with MFS receiving 1.10% and GI receiving 0.40%. For Client Directed Accounts, there is a flat annual fee of $300, with MFS receiving $0 and GI receiving $300. MFS also offers direct asset management services for assets held away at a maximum annual fee of 0.50%. These fees are negotiable.
Location
3226 28th Street Se, Kentwood, MI, 49512
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor works as an insurance agent at Lakeview Financial Group, LLC, focusing on insurance sales and services. This activity takes about a quarter of Taylor's time.
Employment History
Current Registrations
Mattson Financial Services, LLC
State Registrations2 states
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