Matthew Pietzak is a CFP-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, 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 Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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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 →Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Vantage Private Wealth, LLC
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLCBroker
UBS Painewebber 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.