MH

Matthew Warren Herbert

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.3B average
Assets Under Management
$58.8B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250.0M0.10%
$250.0M - $500.0M0.06%
$500M+0.04%

Irrespective of the amount of assets managed, a minimum annual fee of $30,000 is charged for separate accounts. American Beacon’s fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$30,000

American Beacon does not have a basic fee schedule for employee benefit plan or collective investment trust services. The standard fee schedule for separate accounts is 0.10% per annum on the first $250 million in assets, 0.06% on the next $250 million, and 0.04% thereafter. A minimum annual fee of $30,000 is charged for separate accounts. These fees are negotiable.

Areas of Practice
Investment Management
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Advisor Information

Office location

220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500

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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 provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
Resolute Investment Distributors, INC.
December 2023 - Present · 2 yrs 1 mo
Resolute Investment Distributors, INC.Broker
December 2023 - Present · 2 yrs 1 mo
American Beacon Advisors, INC.
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC Broker
January 2023 - November 2023 · 10 mos
Equitable Advisors, LLC
January 2023 - November 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2016 - May 2022 · 6 yrs 2 mos
State Street Global Markets, LLCBroker
November 2013 - August 2015 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
December 2012 - August 2013 · 8 mos
State Registrations6 states
DCDEMDTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Warren Herbert - Financial Advisor | AdvisorDiscover