Matthew Porter is a CFP-designated registered investment advisor at Patuxent Financial Partners, LLC, based in Columbia, MD, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are negotiable. The above fee schedule does not include the Outside Manager’s fee. For clients using Buckingham Strategic Partners, LLC as an Outside Manager, PFP’s advisory fee is a blended fee. For clients using Betterment as an Outside Manager, PFP’s advisory fee is calculated and billed on a quarterly basis through Betterment.
Fee Estimator
Location
Columbia, 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 →Employment History
Current Registrations
Patuxent Financial Partners, LLC
Previous Registrations
H. Beck, INC.Broker
H. Beck, INC.
State Registrations1 state
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