Matthew Laydon Capital Management LLC offers ongoing portfolio management services, creating an Investment Policy Statement for each client to outline their financial situation and risk tolerance. They seek authority to make trades without client permission. The firm primarily recommends stocks, ETFs, and fixed income, but may use other securities for diversification. They act as fiduciaries, prioritizing client interests and allocating investment opportunities fairly.
Assets Under Management$27M
Clients39
Advisors1
Avg. per Client$690K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee is 2.00% for active strategies and 1.25% for passive strategies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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