Matthew Carrier
Matthew Carrier is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Knoxville, TN, with 15 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 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
116 Lynnwood Drive, Knoxville, TN, 37918
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Regulatory History (2)
Financial
November 2022Financial
July 2018Other Business ActivitiesSells Insurance
Matthew sells insurance and annuity products through Vertical Vision Management - Carrier Financial & Insurance Services. He also prepares tax returns as an accountant with Carrier CPA Firm.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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.