MF
MF
Matthew Franz is a registered investment advisor at Eagle Point Capital LLC, based in Chicago, IL, with 11 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. Their firm serves 53 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
53 clients
Average Client Portfolio
$386K average
Assets Under Management
$20.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chicago, IL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2015Other Business Activities
Matthew is a principal and partial owner of Eagle Point Capital Funds, LLC, a general partner to a private fund. He advises on major strategic decisions, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Eagle Point Capital LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Kkm Financial LLC
June 2015 - December 2016 · 1 yr 6 mos
The Stutland Volatility Group, LLC
August 2012 - July 2015 · 2 yrs 11 mos
The Stutland Volatility Group, LLC
August 2012 - December 2014 · 2 yrs 4 mos
State Registrations3 states
ILMITX
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.