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Matthew Michel
15 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
280 clients
Average Client Portfolio
$949K average
Assets Under Management
$265.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9501 Technology Blvd, Suite 3600, Rosemont, IL, 60018
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
Vital Wealth Management, LLC
March 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.
February 2017 - January 2025 · 7 yrs 11 mos
Charles Schwab & CO., INC.Broker
February 2017 - January 2025 · 7 yrs 11 mos
Ameriprise Financial Services, INC.
May 2015 - January 2017 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
August 2013 - January 2017 · 3 yrs 5 mos
Blaylock Robert Van, LLCBroker
November 2010 - September 2011 · 10 mos
Nuveen Investments, LLCBroker
December 2006 - June 2009 · 2 yrs 6 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.