Matthew Acheson
Matthew Acheson is a registered investment advisor at Kestra Advisory Services, LLC, based in Hollis, NH, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Hollis, NH
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
Matthew is a registered representative with Kestra Investment Services, an investment advisor representative with Kestra Advisory Services, and has ownership in multiple real estate properties. His work with Kestra and insurance takes about 10-20% of his time, while his real estate activities require minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.
Exams
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