Matthew Landon
Matthew Landon is a registered investment advisor at Semmax Financial Advisors, INC., based in Winston-Salem, NC, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 778 clients with $400M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.
Fee Estimator
Location
1447 Trade Mart Blvd, Winston-Salem, NC, 27127
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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 ActivitiesSells Insurance
Matthew is involved with Semmax, Inc., an insurance agency, since 2017, dedicating about a quarter of his time. His duties include understanding clients' financial situations and discussing risk management through products like life or long-term care insurance, which may be offered as part of financial planning services.
Employment History
Current Registrations
Semmax Financial Advisors, INC.
State Registrations1 state
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