Advisor at Clear Wealth Management
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Firm
Clear Wealth Management
Location
Lynnwood, WA
Credentials
Series 65, Series 66
Industry experience
14 years
Matthew Wilkinson is a financial advisor at Clear Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clear Wealth Management since 2017, following an 11-year tenure at Arbor Capital Management Corp. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses, providing discretionary investment management and business consulting for employer retirement plans. The firm employs a mix of investment strategies guided by fundamental analysis and offers educational seminars related to its retirement-plan consulting services.
Based on Clear Wealth Management
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour for consulting services
Lynnwood, WA
New York · Washington
Clear Wealth Management, LLC
2017 - Present (9 years)
Arbor Capital Management Corp
2006 - 2017 (11 years)
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Other specialized services
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