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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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
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2012 - November 2016 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
July 2012 - November 2016 · 4 yrs 4 mos
Strategic Advisers, INC.
May 2011 - July 2012 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
April 2011 - July 2012 · 1 yr 3 mos
TradekingBroker
August 2007 - March 2011 · 3 yrs 7 mos
State Farm Vp Management CORP.Broker
May 2007 - July 2007 · 2 mos
State Farm Vp Management CORP.Broker
December 2006 - February 2007 · 2 mos
State Farm Vp Management CORP.Broker
November 2003 - September 2006 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.