TrueAdvisor
TrueAdvisor
MP
MP

Matthew Palmere

Fifth Third Securities, INC.
8 Years of Experience
Vernon Hills, IL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Matthew Palmere is a registered investment advisor at Fifth Third Securities, INC., based in Vernon Hills, IL, with 8 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1620 N Milwaukee Avenue, Vernon Hills, IL, 60061

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
July 2025 - Present · 1 yr 3 mos
Fifth Third Securities, INC.Broker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
April 2021 - March 2025 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
March 2021 - July 2025 · 4 yrs 4 mos
TD Ameritrade, INC.
September 2018 - February 2021 · 2 yrs 5 mos
TD Ameritrade Investment Management, LLC
September 2018 - February 2021 · 2 yrs 5 mos
TD Ameritrade, INC.Broker
September 2018 - February 2021 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - August 2018 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - August 2018 · 5 mos
State Registrations6 states
CAFLILINSCWI
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Vernon Hills, IL →All financial advisors in Illinois →