SU
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Scott Ueckert

22 Years of Experience
Chicago, IL

Scott Ueckert is a registered investment advisor at The Mather Group, LLC, based in Chicago, IL, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
4,773 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$13.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.15%
$2.0M - $10.0M0.75%
$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

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History

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.

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Employment History
Current Registrations
The Mather Group, LLC
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Private Advisor Group, LLC
November 2012 - June 2018 · 5 yrs 7 mos
LPL Financial LLCBroker
November 2012 - May 2018 · 5 yrs 6 mos
Investment Advisors
March 2009 - December 2012 · 3 yrs 9 mos
Proequities, INC.Broker
March 2009 - December 2012 · 3 yrs 9 mos
LPL Financial Corporation
March 2008 - January 2009 · 10 mos
LPL Financial CorporationBroker
March 2008 - January 2009 · 10 mos
Woodbury Financial Services, INC.
August 2007 - March 2008 · 7 mos
Woodbury Financial Services, INC.Broker
August 2007 - March 2008 · 7 mos
Lincoln Financial Advisors CorporationBroker
June 2003 - August 2007 · 4 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
June 2003 - May 2006 · 2 yrs 11 mos
Lincoln Financial Advisors Corporation
June 2003 - August 2007 · 4 yrs 2 mos
State Registrations1 state
TX
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.
Scott Ueckert - Financial Advisor | TrueAdvisor