Matthew Atkins
Matthew Atkins is a registered investment advisor at Clearbrook Investment Management, LLC, based in Bellingham, 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 Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 113 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearbrook Investment Management offers several different investment portfolios, each with its own fee schedule. The annual fee is a percentage of your portfolio, charged quarterly.
For the Short-Term, Conservative, and Fairhaven portfolios:
- First $499,999: 1.2% per year
- $500,000 to $999,999: 1.0% per year
- $1,000,000 and above: 0.8% per year
For the Long-Term Balanced and Aggressive portfolios:
- First $499,999: 1.4% per year
- $500,000 to $999,999: 1.2% per year
- $1,000,000 and above: 1.0% per year
For the Kinetic Investment portfolio:
- First $499,999: 1.6% per year
- $500,000 to $999,999: 1.4% per year
- $1,000,000 and above: 1.2% per year
For Altruist Cash accounts:
- All funds: 0.25% per year
There is a minimum quarterly management fee of $100 for the Short-Term, Conservative, Long-Term Balanced, Aggressive, Fairhaven, and Kinetic Investment portfolios. There is a minimum quarterly fee of $25 for Altruist Cash accounts. Clearbrook may waive fees at its discretion. Altruist Cash balances do not count towards managed portfolio breakpoints.
Location
Bellingham, WA
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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 lead pastor at Mosaic Church of Bellingham, dedicating about half of his time to pastoral duties. He is also an insurance agent selling life, disability, LTC, and fixed insurance products, spending a few hours per week on this activity, and is involved in other non-investment related activities.
Employment History
Current Registrations
Clearbrook Investment Management, LLC
Previous Registrations
Ludeman Capital Management, INC.
State Registrations2 states
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