Charles
Matthews
Grove Point Advisors, LLC
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About this Advisor
Charles Matthews is a financial advisor working out of Knoxville, Tennessee with 2 years of relevant experience. Matthews is currently employed by Grove Point Advisors, LLC. Matthews has gained experience at Grove Point Investments, LLC, Cornerstone Wealth Advisors and Grove Point Advisors, LLC. Matthews has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Tennessee. Grove Point Advisors, LLC is an advisory firm based out of Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It handles $2 billion in assets among its 8,355 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 8,355 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in assets. Grove Point Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Grove Point Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Matthews Work History
Charles has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Cornerstone Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Matthews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Rockville, MD
Victor, NY
Rockville, MD
Bethlehem, PA
Paso Robles, CA
Wheaton, IL
Lutherville Timonium, MD
Trenton, NJ
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