Matthew Albritton
Matthew Albritton is a CFP-designated registered investment advisor at Amj Financial Wealth Management LLC, based in Leesburg, VA, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 434 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMJ Financial offers investment management services where they manage your investments based on your goals and risk tolerance. The annual fee is a percentage of the assets they manage. There are two different fee schedules depending on the investment strategy used:
Strategic Asset Allocation Strategy (Exchange Traded Fund and Mutual Fund Based):
- Under $250,000: 1.5%
- $250,000 - $499,999: 1.45%
- $500,000 - $749,999: 1.25%
- $750,000 - $999,999: 1.15%
- $1,000,000 - $1,999,999: 1.00%
- $2,000,000 - $4,999,999: 0.90%
- $5,000,000 and Above: Negotiable
Dynamic Asset Allocation Strategy (Stocks Based & Dynamic Yield Based):
- $250,000 - $399,999: 1.65%
- $400,000 - $599,999: 1.50%
- $600,00 - $999,999: 1.40%
- $1,000,000 - $1,999,999: 1.30%
- $2,000,000 - $4,999,999: 1.15%
- $5,000,000 and Above: Negotiable
These fees are negotiable depending on the client's needs and the complexity of the situation.
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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 ActivitiesSells Insurance
Matthew is a life insurance agent in Chatilly, VA. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Amj Financial Wealth Management LLC
Previous Registrations
Sagevest Wealth Management
Pegasus Financial Group LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Alliant Wealth Advisors
Ing Financial Partners, INC
Ing Financial Partners, 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.