Matthew Lowery
Matthew Lowery is a CFA, CFP, PFS-designated registered investment advisor at Carolina Wealth Advisors, based in Myrtle Beach, SC, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 531 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For managing your investment portfolio, Carolina Wealth Advisors charges an annual fee based on the value of your investments. This fee will not exceed 2.0% of the value of your portfolio. The fee is paid quarterly in advance and is negotiable.
Location
1110 London Street, Suite 204, Myrtle Beach, SC, 29577
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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 ActivitiesSells Insurance
Matthew is a partner and investment adviser representative at Carolina Wealth Advisors, LLC, dedicating nearly full-time hours to this role. He also serves as an insurance agent for Strategic Financial Alliance Insurance Services, Inc., spending a few hours per week on insurance recommendations.
Employment History
Current Registrations
Carolina Wealth Advisors
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Coastal Capital Advisors, LLC
Ameritrust Investment Advisors, LLC
Aventura Capital Management, LLC
Aventura Securities, LLCBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC.Broker
State Registrations16 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.