Matthew Reams is a CFA-designated registered investment advisor at Access Investment Management, LLC, based in Atlanta, GA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and may be lower than the standard fee.
Fee Estimator
Location
3715 Northside Parkway, Building 400, Suite 210, Atlanta, GA, 30327
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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 →Employment History
Current Registrations
Access Investment Management, LLC
Previous Registrations
Waypoint Wealth Counsel LLC
Buckhead Capital Management, LLC
State Registrations1 state
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