Matthews Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Matthews Wealth Management, LLC provides wealth management, investment management, financial planning, and assets-under-advisement services to individuals (including high-net-worth clients), trusts, estates and businesses. Like many supported firms, it generally charges percentage-of-assets fees and delivers portfolio management for individual accounts.
The firm’s investment approach is primarily long-term and portfolio-driven, building portfolios largely with ETFs and individual stocks while employing fundamental, technical and cyclical analysis; it manages both discretionary and non-discretionary accounts and may execute shorter-term trades as client objectives or market conditions dictate. Matthews also offers standalone financial planning engagements and assets-under-advisement advice that provide allocation guidance and monitoring without trading authority.
Noteworthy features include its scale and structure: a single registered advisor overseeing roughly 88 client relationships and about $39 million in assets while operating from three offices, and a recent expansion to offer assets-under-advisement services. The firm maintains an institutional relationship with a major custodian, which provides technology and operational support that the adviser says benefits its practice and clients.
Client services
Expertise
Fee options
Up to $10,000 fixed engagement fee for financial planning services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Up to $250 per hour for financial planning services.
Fee-only: Wealth management and investment advisory fees are tiered as specified above; fees may be negotiable.
Main office
330 E. Coffee Street
Greenville SC 29601
Advisors at this office
1
Most active in
North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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