Matthew Hepburn
Matthew Hepburn is a registered investment advisor at Portfolio Medics, LLC, based in Devon, PA, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
237 W Lancaster Avenue, Suite 100, Devon, PA, 19333
Get directionsHistory
Regulatory History (2)
Criminal
July 2014Criminal
May 2014Other Business ActivitiesSells Insurance
Matthew is a seminar advisor for Peak American Financial Group, focusing on insurance sales since June 2015. This activity is investment-related.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Peak American Investment Advisors, INC.
State Registrations5 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.