BM
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Brendan Mcmahon

6 Years of Experience
Chicago, IL
Broker

Brendan Mcmahon is a registered investment advisor at Northern Trust Investments, Incorporated, based in Chicago, IL, with 6 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 41,027 clients with $1200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
41,027 clients
Average Client Portfolio
$30.4M average
Assets Under Management
$1245.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee percentages vary by strategy, ranging up to 0.30% for passive equity, 0.45% for fixed income, 0.50% for multi-asset class, 0.65% for quantitative equity, 1.00% for third-party strategies, and 1.50% for tax advantaged long/short equity. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 South Wabash Avenue, 44th Floor, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northern Trust Investments, Incorporated
November 2021 - Present · 4 yrs 11 mos
Northern Trust Securities, INC.
June 2020 - Present · 6 yrs 4 mos
Northern Trust Securities, INC.Broker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Northern Trust Securities, INC
January 2023 - October 2025 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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