Gabrial Mathews
Gabrial Mathews is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Livingston, MT, with 2 years of industry experience. Gabrial operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.00% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and household accounts may be combined.
Fee Estimator
Location
Livingston, MT
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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
Gabrial works as a bartender at Montana Rib and Chop House for 30 hours a week during non-market hours. This activity is not investment related.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
State Registrations2 states
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
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