MA
MA
Matthew Anderson
15 Years of Experience
Anchorage, AK
1 Disclosure
Matthew Anderson is a registered investment advisor at Bright Road Wealth Management, LLC, based in Anchorage, AK, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 622 clients with $440M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
622 clients
Average Client Portfolio
$713K average
Assets Under Management
$443.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
405 W. 36th Avenue, Suite 212, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008Closed-No Action
Employment History
Current Registrations
Bright Road Wealth Management, LLC
April 2018 - Present · 8 yrs
Previous Registrations
Charles Schwab & CO., INC.
November 2004 - March 2011 · 6 yrs 4 mos
RBC Dain Rauscher INC.
November 2001 - September 2002 · 10 mos
State Registrations2 states
AKTX
Advisor
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.
Exams
No exam information available for this advisor.