Matthew Hepburn
Matthew Hepburn is a registered investment advisor at Portfolio Medics, LLC, based in Devon, PA, with 7 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
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.
Exams
More Advisors
- Anthony Nicolai, CFPOsaic Wealth, INC.
- Douglas Swope, CFPCaptrust
- Daniel Farrell, CFACore Planning
- Brian Mckittrick, CFPOsaic Wealth, INC.
- Christopher Mitchell, CFPOsaic Wealth, INC.
- Lisa Fouraker, CFPRaymond James & Associates, INC.