Advisor at AlphaStar Capital Management
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Firm
AlphaStar Capital Management
Location
Myrtle Beach, SC 29577
Credentials
CFP®, Series 65
Industry experience
8 years
Reid Mathews is a CFP® and Series 65 licensed advisor with eight years of industry experience. He is currently with AlphaStar Capital Management and has previously worked at Berry Financial Securities, LLC and Berry Financial Group, Inc. Outside of his advisory role, Mathews is involved in offering insurance products, including annuities, life insurance, long-term care, and Medicare supplements through Berry Financial Group, where he spends significant time managing these services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and serves other advisers through subadvisory and platform services.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
4226 Mayfair Street, Suite 200
Myrtle Beach, SC 29577
South Carolina
Berry Financial Securities, LLC
2022 - Present (4 years)
Alphastar Capital Management, LLC
2020 - Present (6 years)
Berry Financial Securities, LLC
2017 - 2020 (3 years)
Berry Financial Group, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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