Matthew Burklund
Matthew Burklund is a registered investment advisor at Brookstone Capital Management LLC, based in Tukwila, WA, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B 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% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
16400 Southcenter Pkwy Ste 406, Tukwila, WA, 98188
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 ActivitiesSells Insurance
Matthew is a partner at Basin Ins Associates Renton, selling property and casualty insurance since 2010, dedicating a few hours per week. He is also a partner at Coverednow.com, selling health insurance since 2010, dedicating a few hours per week, and a partner at Cornerstone Financial Services LLC, involved in insurance sales since 2007, dedicating about 10-20% of his time.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Ameritas Investment CORP
Securian Financial Services, INC.
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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