Matthew Porras is a registered investment advisor at Northern Capital Management, INC., based in Spokane, WA, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 732 clients with $530M 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Standard individual fee schedule. Fixed annuities charged at 0.5%. Pure preservation objective charged at 0.5% on first $500k and 0% thereafter. Cash-only objective is free. 529 age-based plans are free, static 529 plans charged at 0.5%. Washington State Medical Association members receive discounted rates (0.9% up to $3M, 0.675% thereafter). Non-standard fee schedules are negotiable.
Fee Estimator
Location
2700 South Southeast Boulevard, Suite 205, Spokane, WA, 99223-4984
Get directionsHistory
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 works as an independent contractor for DoorDash, providing delivery services. He dedicates minimal time to this activity.
Employment History
Current Registrations
Northern Capital Management, INC.
Northern Capital Retirement Services, INC.
Previous Registrations
Nylife Securities LLCBroker
State Registrations2 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
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