Matthew Ward
Matthew Ward is a registered investment advisor at K.W. Andersen Investment Group, LLC, based in Chicago, IL, with 12 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $44M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are based on a blended tier. Accounts within the same household will be aggregated for the benefit of discounting the asset-based fee unless instructed otherwise.
Fee Estimator
Location
Chicago, IL
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Matthew works as a bookkeeper for Laurie Demetrio Interiors and as an independent insurance agent, each taking minimal time. He is also an investment adviser, compliance officer, and IAR at K.W. Andersen Investment Group, LLC.
Employment History
Current Registrations
K.W. Andersen Investment Group, LLC
Mw Financial LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
State Registrations2 states
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