Matthew Krueger is a registered investment advisor at Simplicity Wealth, based in Hampshire, IL, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
103 N. State Street, Hampshire, IL, 60135
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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 ActivitiesSells Insurance
Matthew works for Krueger & Assoc. Ltd Tax & Business Advisory, Inc. doing tax accounting and insurance sales since 2006, taking more than full-time. He also performs farm duties for Krueger Farms LLC since 2021, taking more than full-time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Simplicity Solutions, LLC
State Registrations1 state
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