MH
MH

Matthew Hunt

2 Years of Experience
Anchorage, AK

Matthew Hunt is a registered investment advisor at Bright Road Wealth Management, LLC, based in Anchorage, AK, 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, 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 ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$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
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Location

405 W. 36th Avenue, Suite 212, Anchorage, AK, 99503

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History

Regulatory History
Clean regulatory record

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.

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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
December 2023 - Present · 2 yrs 4 mos
State Registrations1 state
DC
Advisor

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Exams
No exam information available for this advisor.