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Matthew Bigelow

Folger Nolan Fleming Douglas Incorporated
10 Years of Experience
Washington, DC
Broker
View SEC Summary
View SEC Summary

Matthew Bigelow is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 10 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $800M in assets under management.

Folger Nolan Fleming Douglas Incorporated
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
262 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$797.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

Fees are 0.30% on equity positions and 0.10% on fixed income positions. No management fees are charged on cash, cash equivalents, or U.S. Treasuries.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

725 15th Street Nw, Washington, DC, 20005-2109

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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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Other Business Activities

Matthew is an employee of Folger Nolan Fleming Douglas Capital Management Inc., where he has worked since 2013, dedicating full-time hours. His responsibilities include securities research and assisting with investment management.

Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
January 2019 - Present · 7 yrs 9 mos
Folger Nolan Fleming Douglas IncorporatedBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Folger Nolan Fleming Douglas Incorporated
March 2014 - January 2017 · 2 yrs 10 mos
Folger Nolan Fleming Douglas IncorporatedBroker
December 2013 - January 2017 · 3 yrs 1 mo
State Registrations4 states
CADCMDVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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