Matthew Carney is a registered investment advisor at Ceredex Value Advisors LLC, based in Brookhaven, GA, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $5.2B 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 $10.0M | Included |
| $10.0M - $50.0M | Included |
| $50.0M - $100.0M | Included |
| $100M+ | Included |
Fees vary based on the investment strategy selected. Concentrated Large Cap Value: 0.60% on the first $10M, 0.55% on the next $40M, 0.45% on the next $50M, 0.40% on all over $100M. Large Cap Value: 0.75% on the first $10M, 0.65% on the next $40M, 0.55% on the next $50M, 0.50% on all over $100M. Mid-Cap Value: 0.80% on the first $10M, 0.70% on the next $40M, 0.60% on the next $50M, 0.55% on all over $100M. SMID Cap Value: 1.00% on the first $10M, 0.80% on the next $40M, 0.75% on the next $50M, 0.65% on all over $100M. Small Cap Value: 1.00% on the first $10M, 0.80% on the next $40M, 0.75% on the next $50M, 0.65% on all over $100M. Ceredex reserves the right to negotiate all fees.
Fee Estimator
Location
Brookhaven, GA
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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
Matthew owns and manages a rental property in Brookhaven, GA since 2014. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ceredex Value Advisors LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Virtus Fund Advisers, LLC
Alps Distributors, INC.Broker
Vident Advisory, LLC
Edge Capital Group, LLC
Edge Advisors, LLC
Herndon Capital Management, LLC
State Registrations3 states
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