Advisor at The Strategic Financial Alliance, Inc.
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Firm
The Strategic Financial Alliance, Inc.
Location
Myrtle Beach, SC 29577
Credentials
CFP®, CFA®, PFS™, Series 63, Series 65
Industry experience
18 years
Matthew Lowery is a CFP®, CFA®, and PFS™ with 18 years of industry experience. He has been with Carolina Wealth Advisors since 2017 and is also affiliated with The Strategic Financial Alliance, Inc. Lowery serves as president of the board for The Center for Counseling and Wellness, a nonprofit counseling center in North Myrtle Beach. He is also a member of the Finance and Economics Advisory Board at Coastal Carolina University. Carolina Wealth Advisors manages approximately $298 million for individual and institutional clients, providing financial planning, discretionary portfolio management, and pension consulting services. The firm employs fundamental and cyclical analysis and invests across equities, bonds, mutual funds, and ETFs, delivering tailored advisory services primarily on a discretionary basis.
Based on The Strategic Financial Alliance, Inc.
Flat fees up to $10,000 for financial planning; Annual flat fee for Subscription Advisory Services (negotiable, billed quarterly or monthly)
$0+: up to 2.0% total advisory fee (including third-party fees); Orion Portfolio Solutions tiered admin fee 0.45% to 0.08%, strategist fees 0.10% - 0.20%, trading and custody fees 0.10% - 0.20%, plus $25 or $50 annual account maintenance fee (may be waived) Not specified+: C-Share Mutual Fund Management Program: 1% annual fee deducted by mutual fund company
Commissions and 12b-1 fees may be earned on implementation of financial plans and certain securities and insurance products
Up to $500 per hour for financial planning and consultation services
Subscription Advisory Services Program offers an annual flat fee (negotiable), billed quarterly or monthly, excluding asset management fees
Account minimum: $25,000 Fee-only: Financial planning and consultation fees negotiated; up to $10,000 flat fee, or $500/hour, or annual management fee of 2% of asset value; fees may be negotiated higher depending on complexity
1110 London Street, Suite 204
Myrtle Beach, SC 29577
South Carolina · Texas
Carolina Wealth Advisors, LLC
2017 - Present (9 years)
The Strategic Financial Alliance, Inc.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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