ML

Matthew Carl Lowell

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
47,926 clients
Average Client Portfolio
$52K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$120

Stadion's Retirement Account Management Program is a wrap fee program. The annual, asset-based management fees for QDIA services generally range from 0.15% to 0.75%. Fees for individual participant choice typically range from 0.35% to 1.00%, depending on factors like plan size. For certain services, Stadion will waive fees for accounts less than $6,000, and for accounts greater than $6,000, assess an annual minimum fee of $120 if that amount is greater than the asset-based fee. Fees for investment advisory services will generally range from 0.10% to 0.75%. Fees for Stadion’s Custom Advisor Managed Account (“CAMA”) service, fees will generally range from 0.10% to 0.20% depending on the respective roles the RPA and Stadion assume.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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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 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
January 2024 - Present · 2 yrs
Previous Registrations
Hantz Financial Services, INC. Broker
July 2020 - March 2023 · 2 yrs 8 mos
Adp Broker-Dealer, INC.Broker
September 2017 - July 2020 · 2 yrs 10 mos
Jackson National Life Distributors LLCBroker
April 2014 - September 2017 · 3 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.