Matthew Scarborough
Matthew Scarborough is a registered investment advisor at Retirement Management Systems, based in Leonardtown, MD, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,032 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMS offers two investment management services:
- Savings Plan Management: RMS manages investments within your 401(k) or similar retirement plan. The fee is a flat dollar amount ($100-$2,500 per year) or a percentage of your account (0.10% to 0.85% per year). The exact fee is negotiated with your Investment Advisor Representative.
- Portfolio Management: RMS manages investment portfolios outside of retirement plans. The maximum annual fee is 2.50% of the value of your account, charged quarterly in advance.
Location
41615 Park Avenue, Suite 115, Leonardtown, MD, 20650
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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 is a supervisor at Running Hare Vineyard, spending about a quarter of his time. He also owns Adelina LLC and is an Investment Advisor Representative at Retirement Management Systems, dedicating full-time hours to this role.
Employment History
Current Registrations
Retirement Management Systems
State Registrations1 state
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