Matt Maberry
Matt Maberry is a registered investment advisor at B.B. Graham & Company, INC., based in Alton, IL, with 36 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
111 E. Fourth St. Suite 100, Alton, IL, 62002
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Regulatory History (1)
Regulatory
February 2016Other Business Activities
Matt is a 50% owner of Alton Securities & Asset Advisors, LLC, which operates as a branch of B.B. Graham & Co. This is an investment and financial business.
Employment History
Current Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Previous Registrations
Alton Capital Management, INC.
Alton Securities Group INC.Broker
Longrow Securities, INC.Broker
Advest, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
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.