MB
CFA · CFP
MB
CFA · CFP

Matthew Barber

12 Years of Experience
Atlanta, GA

Matthew Barber is a CFA, CFP-designated registered investment advisor at Signaturefd, LLC, based in Atlanta, GA, with 12 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,913 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
1,913 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.50%

Fees are negotiable and may vary based on complexity, anticipated future assets, or other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA, 30309

Get directions

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Signaturefd, LLC
August 2014 - Present · 12 yrs 2 mos
State Registrations1 state
GA
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.
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