Matthew Durham
Matthew Durham is a registered investment advisor at Durham Wealth Management, LLC, based in St. Peters, MO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 83 clients with $12M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
St. Peters, MO
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2022Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Matthew is a sole proprietor working as an insurance agent since 2016. He dedicates minimal time to insurance sales.
Employment History
Current Registrations
Durham Wealth Management, LLC
Previous Registrations
Infinity Financial Services
Infinity Financial ServicesBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.