MP
MP

Matthew Pequet

7 Years of Experience
Hinsdale, IL
May Earn Commission

Matthew Pequet is a registered investment advisor at Mpi Wealth Management LLC, based in Hinsdale, IL, with 7 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 208 clients with $240M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
208 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$236.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

MPI Wealth charges a percentage of your portfolio each year, up to a maximum of 1.0%. This fee is negotiated individually with each client. Fees are paid quarterly in advance. MPI Wealth has a minimum account size of $1 million, but this may be waived at MPI Wealth's discretion.

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Location

15 Salt Creek Lane, Suite 404, Hinsdale, IL, 60521-2965

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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
Mpi Wealth Management LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Mpi Investment Management INC
October 2018 - December 2022 · 4 yrs 2 mos
State Registrations1 state
IL
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.
Matthew Pequet - Financial Advisor | TrueAdvisor