Matthew Wherter
Matthew Wherter is a registered investment advisor at Pendulum Wealth Partners, based in Itasca, IL, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 227 clients with $250M 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 $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $12.0M | 0.80% |
| $12.0M - $24.0M | 0.70% |
| $24.0M - $48.0M | 0.60% |
| $48.0M - $96.0M | 0.50% |
| $96M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy client relationships may be charged a higher wealth management fee than described in the tiered schedule above.
Fee Estimator
Location
500 Park Blvd, Ste 1400, Itasca, IL, 60143
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 the owner and lead advisor of EJMK Ventures, LLC d/b/a Pendulum Partners, dedicating full-time hours to this RIA. He also works as an insurance agent providing insurance advice, dedicating minimal time to this activity, and serves as the president of The Robert Michael Wood Foundation, a charitable organization, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pendulum Wealth Partners
Purshe Kaplan Sterling Investments
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
State Registrations29 states
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