RM
CFP
RM
CFP

Reid Mathews

8 Years of Experience
Myrtle Beach, SC
Sells Insurance

Reid Mathews is a CFP-designated registered investment advisor at Alphastar Capital Management, based in Myrtle Beach, SC, with 8 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 8,525 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
8,525 clients
Average Client Portfolio
$293K average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable up to a maximum annual rate of 2.25%. Actual fees vary based on account size, services provided, and negotiations with your advisor.

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

4226 Mayfair Street, Suite 200, Myrtle Beach, SC, 29577

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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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Other Business ActivitiesSells Insurance

Reid is affiliated with Berry Financial Group Inc. and offers insurance products such as annuities, life insurance, long-term care, and Medicare supplements, dedicating full-time hours to this activity.

Employment History
Current Registrations
Alphastar Capital Management
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Berry Financial Securities, LLC
January 2018 - February 2020 · 2 yrs 1 mo
State Registrations1 state
SC
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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