Matthew Beeby is a registered investment advisor at Harvest Capital Management, based in Aledo, TX, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7 clients with $6.1M 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 $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
For managed accounts held away (401ks, etc.), MHB charges an annual fee of 1.0%.
Fee Estimator
Location
Aledo, TX
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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.
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Matthew owns residential real estate in Stillwater, OK, and plans to expand his portfolio. He also seeks real estate investment opportunities through MHB Real Estate Investments, LLC, spending a few hours per week as an investor and project manager.
Employment History
Current Registrations
Harvest Capital Management
Previous Registrations
StephensBroker
Wfg Investments, INC.Broker
Global Hunter Securities, LLCBroker
Morgan Keegan & Company, INC.Broker
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.