Matthew Lybarger
Matthew Lybarger is a registered investment advisor at Soundpath Retirement Strategies, LLC, based in Bellevue, WA, with 3 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 690 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SoundPath's investment management fee is determined on an hourly basis at $400/hour and is negotiable based on the services requested and the expertise needed. The estimated annual fee will be agreed upon before entering into an agreement. Fees are paid quarterly in arrears.
Location
11811 NE 1st Street, Suite 311, Bellevue, WA, 98005
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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 works as an insurance agent for Soundpath Retirement Strategies, LLC, focusing on insurance sales and services. This takes about a quarter of his time, including during trading hours.
Employment History
Current Registrations
Soundpath Retirement Strategies, LLC
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.