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Matthew Laydon

24 Years of Experience
Charleston, SC

Matthew Laydon is a registered investment advisor at Matthew Laydon Capital Management, based in Charleston, SC, 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 Investment Management. Their firm serves 39 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$692K average
Assets Under Management
$27.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The fee is 2.00% for active strategies and 1.25% for passive strategies. Fees are negotiable.

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

134 Wando Reach Rd., Charleston, SC, 29492

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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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Other Business Activities

Matthew is the CFO of Flatline Contractors Inc., where he is involved in marketing, business advising, and finance. This non-investment related activity takes about 10-20% of Matthew's time.

Employment History
Current Registrations
Matthew Laydon Capital Management
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Kovack Advisors, INC.
February 2007 - November 2024 · 17 yrs 9 mos
Kovack Securities INC.Broker
February 2007 - November 2024 · 17 yrs 9 mos
Mutual Trust CO. of America SecuritiesBroker
March 2005 - February 2007 · 1 yr 11 mos
Allstate Financial Services, LLCBroker
February 2003 - April 2004 · 1 yr 2 mos
Jefferson Pilot Securities CorporationBroker
September 2000 - February 2003 · 2 yrs 5 mos
State Registrations1 state
SC
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.
Matthew Laydon - Financial Advisor | TrueAdvisor