Brian Schmehil is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Chicago, IL, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 4,773 clients with $13B 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 | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Location
353 N. Clark Street, Suite 2775, Chicago, IL, 60654
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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 Activities
Brian is involved in leasing and property management of personally owned real estate since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations1 state
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