| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
489 Taft Avenue, Suite 200, Glen Ellyn, IL, 60137
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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 →Matthew is a director on the board of Flanagan State Bank and president of Flanagan Bank Holding Company (Home Town Financial Group). These activities are not investment-related.