Matthew Shapiro is a registered investment advisor at Mws Capital Consultants LLC, based in Glenview, IL, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 142 clients with $190M 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 $2.0M | 0.85% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable and may be discounted based on investment objectives, account size, and the expense of supervising the account.
Fee Estimator
Location
Glenview, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mws Capital Consultants LLC
State Registrations2 states
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