Richard Matthews
Richard Matthews is a registered investment advisor at Matthews Wealth Management LLC, based in Greenville, SC, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 81 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may vary depending on the nature and complexity of each Client’s circumstances or with the inclusion of financial planning or other services. Fees may be negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
330 E. Coffee Street, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Richard works as an independent insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Matthews Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Seacrest Wealth Management, LLC
Investment Advisors
Proequities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.