Matthew Landon is a CFA-designated registered investment advisor at Bradley Foster & Sargent INC, based in Westerly, RI, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,944 clients with $9.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
Fee Estimator
Location
90 Beach Street, Westerly, RI, 02891
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is involved with several organizations, including Veritas Prep Charter School, Longmeadow Boys Lacrosse Association, New England Public Media, GammaRoad Capital Partners, Growgenics LLC, and Mayo Beach Brands LLC. He dedicates a few hours per week to most of these roles, with about 10-20% of his time spent as President and COO of GammaRoad Capital Partners.
Employment History
Current Registrations
Bradley Foster & Sargent INC
Napatree Capital LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fusion Analytics Securities LLCBroker
T. Rowe Price Investment Services, INC.Broker
MML Investors Services, INC.Broker
Fsc Securities CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
MML Investors Services, INC.Broker
State Registrations3 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.