Matthew Kerns is a CFP-designated registered investment advisor at Clear Trail Advisors, LLC, based in Houston, TX, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 376 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Trail Advisors charges a maximum of 1.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances and account type. Family members' account values can be combined to potentially lower the fee. Fees are deducted directly from your account with written authorization.
Location
5847 San Felipe St., Suite 950, Houston, TX, 77057
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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.
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Matthew is an employee of Steward Partners Global Advisory, LLC and registered support staff at Steward Partners Investment Advisory, LLC since April 2020. He dedicates minimal time to these roles.
Employment History
Current Registrations
Clear Trail Advisors, LLC
Previous Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial 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.