Matthew Mcbroom is a CFP-designated registered investment advisor at Aaron Wealth Advisors, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 176 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for portfolio management services will not exceed 1.25%. The fee is negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
Fee Estimator
Location
515 N. State St., Suite 1770, 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
Matthew is the managing member of LJM, LLC, an LLC created to hold real estate investments, since November 2022. He spends minimal time on this dormant, non-investment related business.
Employment History
Current Registrations
Aaron Wealth Advisors
Previous Registrations
Sbc Wealth Management
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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.