Matthew Wypyski
Matthew Wypyski is a registered investment advisor at St. James Investment Advisors, LLC, based in Port Jefferson, NY, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 138 clients with $510M 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 $50K | 0.70% |
| $50K - $100K | 0.60% |
| $100K+ | 0.50% |
These fees apply to direct accounts under the Standard Tiered Fee Schedule. The Standard Linear Fee Schedule charges 0.75% for Aggressive, Growth, Moderate, and Conservative Portfolios and 0.65% for Balanced, High Dividend Yield, and All Cap Equity Portfolios. Institutional clients pay a maximum of 0.60%.
Fee Estimator
Location
414 Main Street, Suite 205, Port Jefferson, NY, 11777
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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 the Deputy Executive Director of Commercial Development at the Maryland Port Administration.
Employment History
Current Registrations
St. James Investment Advisors, LLC
Previous Registrations
St. James Investment Company, LLC
St. James Investment Company, LLC
State Registrations2 states
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