Matthew Drummond is a registered investment advisor at Modern Capital Advisors, LLC, based in Raleigh, NC, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,561 clients with $290M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Raleigh, NC
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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 works as a National Sales Director for PCS Retirement, focusing on growing their record-keeping business by working with financial advisors. This takes about a quarter of his time.
Employment History
Current Registrations
Modern Capital Advisors, LLC
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Distributors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Fort Washington Brokerage Services, INC.Broker
State Registrations1 state
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.