MK

Matthew Wallace Keeter

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

EIC's management fees range from 0.30% to 1% per year of assets managed or advised. All management fees are subject to negotiation. Clients may also incur charges imposed by custodians, broker-dealers, and other third parties. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged since a management fee is already embedded in the Fund.

Areas of Practice
Investment Management
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Advisor Information

Office location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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 Activities

Matthew is a Senior Director (Sales) at Equity Investment Corporation, dedicating full-time hours to promoting EIC products. He also serves as a board member for Falling Water HOA, spending minimal time attending meetings.

Employment History
Current Registrations
Equity Investment CORP
December 2017 - Present · 8 yrs 1 mo
Foreside Funds Distributors LLCBroker
October 2017 - Present · 8 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2012 - October 2017 · 5 yrs 7 mos
Pacific Select Distributors, INC.Broker
July 2010 - March 2012 · 1 yr 8 mos
Guardian Investor Services LLCBroker
March 2007 - July 2010 · 3 yrs 4 mos
Enterprise Fund Distributors, INC.Broker
September 2000 - March 2007 · 6 yrs 6 mos
State Registrations7 states
ALGAMSNCSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.