Matthew Wypyski
Matthew Wypyski is a registered investment advisor at St. James Investment Advisors, LLC, based in Baltimore, MD, with 22 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, Retirement Planning. Their firm serves 138 clients with $510M 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 $50K | 0.70% |
| $50K - $100K | 0.60% |
| $100K+ | 0.50% |
Fees are negotiable at the firm's discretion. Alternative linear fee schedules are available depending on the selected portfolio strategy, ranging from 0.65% to 0.75% annually.
Fee Estimator
Location
Baltimore, MD
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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 the Deputy Executive Director of Commercial Development at the Maryland Port Administration.
Employment History
Current Registrations
St. James Investment Advisors, LLC
Previous Registrations
St. James Investment Company, LLC
St. James Investment Company, LLC
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.
Exams
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