Advisor at SB Advisory, LLC
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Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial from 2018 to the present and Invest Financial Corporation from 2009 to 2018. Bumstead serves as a fiduciary trustee for several family irrevocable trusts and is president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm uses a mix of technical, fundamental, and qualitative analysis to tailor portfolios, managing most client assets on a non-discretionary basis.
Based on SB Advisory, LLC
Based on SB Advisory, LLC
$0 - $500,000: 2.50% $500,000 - $1 Million: 2.00% $1 Million - $2 Million: 1.75% $2 Million - $5 Million: 1.50% $5 Million+: 1.25%
Clients may incur commissions and transaction fees for trades; listed equities up to $10/transaction, mutual funds up to $15/transaction, fixed income up to $20/transaction
Hourly Financial Planning & Consultation charged up to $600/hour, negotiable
Fee-only: Comprehensive Financial Planning up to $15,000 or up to 1% of assets; Limited Financial Planning and Hourly Financial Planning at max $600/hour, fees negotiable
909 Alder Ave, Suite 102
Sumner, WA 98390
Texas · Washington
LPL Financial
2018 - Present (8 years)
Invest Financial Corporation
2009 - 2018 (9 years)
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