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Matthew Keeter

Equity Investment CORP
26 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

Matthew Keeter is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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

Matthew is a Senior Director (Sales) at Equity Investment Corporation, dedicating full-time hours to promoting EIC products. He also serves as a board member for Falling Water HOA, spending minimal time attending meetings.

Employment History
Current Registrations
Equity Investment CORP
December 2017 - Present · 8 yrs 10 mos
Foreside Funds Distributors LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Foreside Fund Services, LLCBroker
March 2012 - October 2017 · 5 yrs 7 mos
Pacific Select Distributors, INC.Broker
July 2010 - March 2012 · 1 yr 8 mos
Guardian Investor Services LLCBroker
March 2007 - July 2010 · 3 yrs 4 mos
Enterprise Fund Distributors, INC.Broker
September 2000 - March 2007 · 6 yrs 6 mos
State Registrations7 states
ALGAMSNCSCTNTX
AdvisorBrokerBoth

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.
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