Matt Bailey is a CFA-designated registered investment advisor at Arcus Capital Partners, LLC, based in Atlanta, GA, with 12 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 435 clients with $2.1B 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
3060 Peachtree Road N.W., Suite 1880, Atlanta, GA, 30305
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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 →Other Business Activities
Matt is a co-owner of Edgar-Reeves Lighting, LLC, a lighting supply company, since May 2017. He dedicates minimal time to this non-investment related activity and has no duties.
Employment History
Current Registrations
Arcus Capital Partners, LLC
Previous Registrations
Enclave Advisors, LLC
Wealth and Pension Services Group INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
State Registrations1 state
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