Matthew Andreas is a registered investment advisor at Rea Wealth Management, based in Lima, OH, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 938 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rea Wealth Management's fees are calculated as a percentage of the market value of your account at the end of each calendar quarter. Fees are negotiable and may differ based on the type and size of the account. Rea Wealth generally offers two types of fee schedules: a fixed schedule and a blended fee schedule. You will also pay fees for custodial services, account maintenance, and transactions.
Fixed Schedule:
- $0 to $1,000,000: 1.50%
- $1,000,001 to $2,000,000: 1.10%
- $2,000,001 or more: 1.00%
Blended Schedule:
- Fee schedule identifies specific portions of the account value to be charged at different fee rates. The total value of the account is compared against this schedule and based on the account size; the different fee rates are blended to determine the total account fee for that period.
Location
2579 Shawnee Road, Lima, OH, 45806
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an IAR of an RIA, Investment Partners, LTD, offering financial planning and asset management services, and also sells fixed insurance products, dedicating minimal time to it. He is also a co-owner of Rea & Associates, Inc. and Rea Real Estate, Ltd., spending minimal time on each.
Employment History
Current Registrations
Rea Wealth Management
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Asset Management
Jpmorgan Asset Management
Jpmorgan Distribution Services, INC.Broker
Banc One Securities CorporationBroker
One Group Services Company (the)Broker
Banc One Securities CorporationBroker
State Registrations5 states
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.