Matthew Hunt is a registered investment advisor at Bright Road Wealth Management, LLC, based in Washington, DC, with 2 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 622 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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 depending upon the needs of the client and complexity of the situation. Rates above $5,000,000 are negotiable.
Fee Estimator
Location
Washington, DC
Get directionsHistory
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 Activities
Matthew is a part owner of Hunt Industries, a family-owned industrial construction firm. He also operates Hunt Advisory, a real estate consulting firm.
Employment History
Current Registrations
Bright Road Wealth Management, LLC
State Registrations1 state
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
More Advisors
- Sean Baker, CFPMorgan Stanley
- Michael Wroblewski, CFPFinancial Advisor for You, LLC
- James Smith, CFPMission Wealth Management, LP
- Lynn Snyder, CFAAdvice and Planning Services
- Kenneth Killfoil, CFPRaymond James & Associates, INC.
- Andrew Veth, CFPCharles Schwab & CO., INC.