Matthew Stearns is a CFP-designated registered investment advisor at Brookhouse Advisors, based in Meadville, PA, with 8 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, Business Owners, Charitable Giving, Financial Planning & Coaching, and 2 more. Their firm serves 103 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Asset management fees are negotiable.
Fee Estimator
Contact
Matthew Stearns
Location
17102 Conneaut Lake Road, Meadville, PA, 16335
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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 Activities
Matthew is the Vice President of the Board of Directors & Finance Committee Member for Meadville YMCA, and Brookhouse Advisors, LLC serves as a compensated investment adviser for them. He is also a General Board Member & Finance Committee Chairperson for Saegertown United Methodist Church. He spends a few hours per week on each of these activities.
Employment History
Current Registrations
Brookhouse Advisors
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.
Exams
Additional Information
My passion is to help people live purpose driven lives. We guide our clients with biblical truths that provide them with contentment and confidence in their finances. We focus on thoughtful accumulation and generous giving to help you live your best life for the kingdom of God.