MB
CFA
MB
CFA

Matthew Philip Baum

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
644 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $8.0M0.75%
$8M+0.50%

LRP may waive or negotiate lower fees for employees, employees’ family members and certain clients.

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

2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016

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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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Employment History
Current Registrations
L. Roy Papp & Associates, LLP
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
June 2015 - May 2016 · 11 mos
L. Roy Papp & Associates, LLP
January 2014 - March 2015 · 1 yr 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.