Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
4,260 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$11.7B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Nancy Lynn Ladd
Location
353 N. Clark Street, Suite 2775, Chicago, IL, 60654
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
The Mather Group, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Trinity Financial Advisors LLC
May 2008 - February 2021 · 12 yrs 9 mos
Filbrandt Investment Advisers Incorporated
July 2004 - March 2007 · 2 yrs 8 mos
Harris Investor Services LLC
January 2002 - October 2003 · 1 yr 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Contact
Nancy Lynn Ladd