Matthew Lambdin is a CFA-designated registered investment advisor at Method Finance, LLC, based in St. Louis, MO, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 56 clients with $55M 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 | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined level of assets as shown in the above chart resulting in a combined weighted fee.
Fee Estimator
Location
St. Louis, MO
Get directionsHistory
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 a co-owner of Central West End Yoga, LLC, a yoga studio. He spends about 10-20% of his time on this endeavor, with some of that time occurring during securities trading hours.
Employment History
Current Registrations
Method Finance, LLC
State Registrations5 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.