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Matthew Durham

Advisor at Durham Wealth Management, LLC

Updated today

Firm

Durham Wealth Management, LLC

Location

St. Peters, MO

Credentials

Series 66

Industry experience

25 years

About

Matthew Durham is the principal of Durham Wealth Management, LLC, an independent advisory firm based in St. Peters, MO. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at LPL Financial and Infinity Financial Services. In addition to his advisory work, Durham maintains a licensed insurance practice. Durham Wealth Management is a solo advisory firm serving individual clients through discretionary portfolio management and written financial planning. The firm customizes investment strategies based on clients’ goals and risk tolerance, using fundamental and technical analysis, and manages approximately $11.5 million across 83 client relationships.

Client services

Based on Durham Wealth Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Durham Wealth Management, LLC

General retirement planning Cash flow / budgeting

Fee options

Fixed

Negotiable flat fees ranging from $200 to $5,000 for financial planning based on complexity.

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $3,000,000: 1.75% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 1.25% annually Over $10,000,001+: Negotiable

Project-based

$200 per hour for financial planning services.

Other

Fee-only: Financial planning services charged hourly and fixed fees.

Location

St. Peters, MO

Most active in

Illinois · Missouri · Texas

Work history

Durham Wealth Management, LLC

2016 - Present (10 years)

Matthew Durham, Sole Proprietor

2016 - Present (10 years)

Infinity Financial Services

2016 - 2016 (1 year)

LPL Financial

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)

Stanton B

CFP®

Saint Charles, MO

Oakview Wealth Solutions LLC

In 2018, I launched Oakview Wealth Solutions - a St Charles Fee-Only Financial Planner. As an industry-leading CFP® professional I help our clients eliminate debt, invest smarter, and retire faster. Since launching Oakview Wealth Solutions, I have helped clients buy their dream home, quickly and safely pay down debt, protect their wealth, and retire on their terms. All so they can live richer lives now. I’m a proud graduate of the College of Architecture, Design and Construction at Auburn University and the Certified Financial Planner program at Northwestern University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry. When I'm not helping clients realize their dreams, I like to spend my time at concerts, traveling with my family, and watching college football. War Eagle!

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Dual Income Family Young Professionals Gen X (Born 1965-1980)
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