Gabrial Mathews is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Livingston, MT, with 2 years of industry experience. Gabrial operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Wealth Strategies charges an annual fee for managing your investments, ranging from 0.00% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated based on the value of your account on the last day of the previous quarter and is billed quarterly in advance. The fee is negotiable based on your individual circumstances. Family members' accounts may be combined to potentially lower the fee.
Location
Livingston, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabrial works as a bartender at Montana Rib and Chop House for 30 hours a week during non-market hours. This activity is not investment related.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
State Registrations2 states
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