Advisor at Blue Bear Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Bear Financial, LLC
Location
Mt. Pleasant, SC
Credentials
Series 65
Industry experience
1 year
Matthew Multer is a financial advisor at Blue Bear Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Koniag Government Services, NexGen Data Systems, KPMG LLP, and the United States Coast Guard. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, diversified portfolio approach that includes the use of low-cost mutual funds, ETFs, and occasionally derivatives such as options contracts.
Based on Blue Bear Financial, LLC
Based on Blue Bear Financial, LLC
Fixed fee financial planning engagements based on expected hours; ongoing financial planning fees range from $5,000 to $10,000 in the first year and up to $2,400 quarterly thereafter.
$0+: up to 1.65% annually for investment management services (fees are negotiable and based on factors such as scope, complexity, asset level, and relationship) $0+: up to 1.00% annually for retirement plan advisory services (fees may be negotiable)
Certain Advisory Persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.
Hourly financial planning fees up to $500 per hour.
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees, retirement plan advisory fees; no commissions on securities transactions.
Mt. Pleasant, SC
South Carolina
Blue Bear Financial, LLC
2025 - Present (1 year)
Koniag Government Services
2023 - 2025 (2 years)
NexGen Data Systems
2022 - 2023 (1 year)
KPMG LLP
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
Accenture Federal Services
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
United States Coast Guard
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Charleston, SC
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Baker Asset Management, LLC
CFP®, Series 63, Series 65
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Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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