Matthew Furlong is a CFA, CFP-designated registered investment advisor at Furlong Investment Solutions, LLC, based in Chicago, IL, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 26 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M - $5.5M | 0.50% |
| $5.5M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Investment management fee is generally negotiable and based largely on strategic and/or tactical asset allocation strategies, AUM and an anticipated future relationship.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Furlong Investment Solutions, LLC
State Registrations1 state
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