Donald Mattran
Donald Mattran is a registered investment advisor at Foundry Wealth Advisors, LLC, based in Baltimore, MD, with 31 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 67 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
All fees are negotiable. FWA charges a flat rate of 0.50% on assets that FWA cannot directly manage, such as assets held in 401(k) plans, where FWA does not have authority to make portfolio changes.
Fee Estimator
Location
921 E. Fort Avenue, Suite 310, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (1)
Regulatory
July 2010Other Business Activities
Donald is a co-owner of Matador Holdings, LLC, an advertising company, since March 2022. He spends minimal time on this business, which offers advertising for Foundry Wealth Advisors at PCA driving events.
Employment History
Current Registrations
Foundry Wealth Advisors, LLC
Previous Registrations
Jemma Financial Services
Coastal Equities, INC.Broker
Coastal Investment Advisors
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Crestar Securities CorporationBroker
Loyola Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.