Matthew Stahl
Advisor at LIV Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LIV Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LIV Wealth Management
Location
Long Lake, MN 55356
Credentials
Series 66
Industry experience
19 years
Matthew Stahl is a financial advisor at LIV Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fiat Wealth Management LLC and Foundations Investment Advisors LLC. Outside of his advisory work, Stahl owns a community building organization, Ascent, LLC, and a CrossFit gym, The FITHAUS. LIV Wealth Management serves retirement plan sponsors, institutional clients, individual investors, and small businesses, offering financial planning, portfolio management, retirement plan advice, and pension consulting. The firm employs strategies such as Modern Portfolio Theory, Core+Satellite, and passive investing, and provides ERISA-oriented services including investment policy statement development and fiduciary consulting.
Based on LIV Wealth Management
Based on LIV Wealth Management
Fixed fees for broad-based financial planning engagements ranging from $2,000 to $7,500; Retainer fee at $3,000 per year ($250 per month)
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.30% annually $1,000,000 - $2,500,000: 1.20% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.60% annually
$300 per hour for limited planning component engagements, billed in 30-minute increments
Account minimum: No minimum account size required to open and maintain an investment account Fee-only: Fixed fees for financial planning from $2,000 to $7,500; Retainer fee of $3,000 per year ($250/month); Hourly fee of $300 per hour billed in 30-minute increments
1850 W. Wayzata Blvd, Suite 240
Long Lake, MN 55356
Minnesota
Liv Wealth Management LLC
2024 - Present (2 years)
Ascent, LLC
2024 - Present (2 years)
Fiat Wealth Management LLC
2022 - 2024 (2 years)
Foundations Investment Advisors LLC
2020 - 2022 (2 years)
Fiat Insurance Services, LLC
2019 - 2022 (3 years)
Capital Asset Advisory Services LLC
2018 - 2020 (2 years)
The FitHAUS LLC
2017 - Present (9 years)
Fiat Wealth Management LLC
2009 - 2022 (13 years)
Woodbury Financial Services, Inc.
2009 - 2018 (9 years)
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Lawyer
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Real estate agent
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