Matthew Lagan is a CFA-designated registered investment advisor at Congress Asset Management Company, LLP, based in Boston, MA, with 9 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, Socially Responsible Investing. Their firm serves 8,312 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.10% to 1.00% and are negotiable based on account size, client type, and customization. Model portfolio management fees generally range from 0.20% to 0.50%.
Fee Estimator
Location
2 Seaport Lane, Boston, MA, 02210-2001
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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
Congress Asset Management Company, LLP
State Registrations1 state
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Exams
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