MS
CFA · CFP
MS
CFA · CFP

Matthew Shriver

24 Years of Experience
Reston, VA

Matthew Shriver is a CFA, CFP-designated registered investment advisor at Alexander Randolph Advisory INC, based in Reston, VA, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 144 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
144 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$363.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K+0.50%

Clients with large portfolios may be offered a discounted fee equal to 0.5% of all assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1902 Campus Commons Drive, Suite 410, Reston, VA, 20191

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History

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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Employment History
Current Registrations
Alexander Randolph Advisory INC
February 2004 - Present · 22 yrs 2 mos
Previous Registrations
Riggs Steigerwald INC.
June 2000 - October 2002 · 2 yrs 4 mos
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.