Matthew Herbert
Matthew Herbert is a registered investment advisor at American Beacon Advisors, INC., based in Irving, TX, with 12 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 Investment Management. Their firm serves 11 clients with $60B 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 $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable. A minimum annual fee of $30,000 applies to separate accounts.
Fee Estimator
Location
220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500
Get directionsHistory
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
Matthew provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.
Employment History
Current Registrations
Resolute Investment Distributors, INC.
Resolute Investment Distributors, INC.Broker
American Beacon Advisors, INC.
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Street Global Markets, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations10 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.
Exams
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