MS

Matthew Ds Staffieri

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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Regulatory History
Clean regulatory record

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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Other Business Activities

Matthew is the President of Artegius Capital, Inc., an investment firm, since 2022. He dedicates about 10-20% of his time to fund management, with all hours during trading hours.

Employment History
Current Registrations
Rovin Capital
April 2014 - Present · 11 yrs 9 mos
Previous Registrations
First Allied Advisory Services, INC.
November 2013 - May 2017 · 3 yrs 6 mos
First Allied Securities, INC.Broker
June 2013 - May 2017 · 3 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.