Matthew Trogdon is a CFP-designated registered investment advisor at Craftwork Capital LLC, based in Alexandria, VA, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 132 clients with $85M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances. The firm treats cash and cash equivalents as an asset class.
Fee Estimator
Location
201 N. Union St, Suite 110, Alexandria, VA, 22314
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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 Activities
Matthew teaches financial literacy workshops at Babson College, dedicating a few hours per week. He also works as a freelance writer for The Humble Dollar Website, spending minimal time on this activity.
Employment History
Current Registrations
Craftwork Capital LLC
Previous Registrations
Capital Investment Advisors
Cambridge Investment Research, INC.Broker
State Registrations8 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.