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Reid Funston

4 Years of Experience
Atlanta, GA

Reid Funston is a registered investment advisor at Maven Capital Partners, LLC, based in Atlanta, GA, with 4 years of industry experience. Reid 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 12 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
12 clients
Average Client Portfolio
$11.2M average
Assets Under Management
$134.6M

Fee Structure

Investment management only (planning not offered)

Maven Capital's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The typical range of fees is between 0.60% and 1.0% per year, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee.

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Location

3060 Peachtree Road, Suite 1005, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Reid is a Managing Partner and employee at Reicon Capital, LLC, an investment-related business, since February 2000. He spends about 10-20% of his time (30 hours per week, 20 during trading hours) finding and reviewing investment opportunities.

Employment History
Current Registrations
Maven Capital Partners, LLC
April 2023 - Present · 3 yrs 1 mo
Reicon Wealth Advisors, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.