MC
CFP
MC
CFP
Matthew Crider
15 Years of Experience
Greenville, SC
1 Disclosure
Matthew Crider is a CFP-designated registered investment advisor at Global View Investment Advisors, LLC, based in Greenville, SC, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 585 clients with $550M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
585 clients
Average Client Portfolio
$947K average
Assets Under Management
$553.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The amount of the fee is negotiated on a case-by-case basis with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
MC
Matthew Crider
Location
800 E Washington St, Suite A, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2018Employment History
Current Registrations
Global View Investment Advisors, LLC
May 2021 - Present · 5 yrs
Previous Registrations
MML Investors Services, LLC
February 2019 - December 2019 · 10 mos
MML Investors Services, LLCBroker
February 2019 - December 2019 · 10 mos
Strategic Advisers LLC
October 2011 - May 2018 · 6 yrs 7 mos
Fidelity Brokerage Services LLCBroker
September 2008 - May 2018 · 9 yrs 8 mos
State Registrations3 states
GANCSC
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.