Matthew Gill
Matthew Gill is a CFP-designated registered investment advisor at M.brown Financial Advisors, based in Naperville, IL, with 6 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 Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees are maximum rates and are negotiable. Clients affiliated with previous advisors may receive a 0.10% discount.
Fee Estimator
Location
2728 Forgue Dr, Suite 100, Naperville, IL, 60564
Get directionsHistory
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 ActivitiesSells Insurance
Matthew is a member of Plainfield Land, LLC, a passive farmland investment, dedicating minimal time per month. He is also an agent for M Brown Financial Advisors Group, Inc., selling insurance products and dedicating a few hours per week.
Employment History
Current Registrations
M.brown Financial Advisors
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
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.
Exams
More Advisors
- Charles Brown, CFPM.brown Financial Advisors
- Gregory Bruno, CFPM.brown Financial Advisors
- Christopher Patterson, CFPStifel, Nicolaus & Company, Incorporated
- Jack Dykema, CFPRai Wealth
- Mark Gilbert, PFSSikich Financial
- Eric Mayer, CFPRaymond James & Associates, INC.