Mary Kilberg
Mary Kilberg is a registered investment advisor at Masus Financial Group, LTD., based in Batavia, IL, with 15 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 296 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Masus Financial Group's investment management fees range from 0.50% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable.
Location
515 N. River Street, Suite 100, Batavia, IL, 60510-2390
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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
Mary operates Masus Financial Group, Ltd. as a DBA for her LPL business and provides investment advisory services through the firm, spending nearly full-time hours on this. Mary also sells life and long-term care insurance, dedicating minimal time to it.
Employment History
Current Registrations
Masus Financial Group, LTD.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations26 states
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