Matthew Michel
Matthew Michel is a registered investment advisor at Vital Wealth Management, LLC, based in Rosemont, IL, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 280 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
9501 Technology Blvd, Suite 3600, Rosemont, IL, 60018
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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 →Employment History
Current Registrations
Vital Wealth Management, LLC
Previous Registrations
Vital Wealth Management, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Blaylock Robert Van, LLCBroker
Nuveen Investments, LLCBroker
State Registrations1 state
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