Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
4,260 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$11.7B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Rachel Roseberry Ballengee
Location
353 N. Clark Street, Suite 2775, Chicago, IL, 60654
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
The Mather Group, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Intrua Financial
November 2015 - April 2021 · 5 yrs 5 mos
LPL Financial LLCBroker
June 2009 - April 2021 · 11 yrs 10 mos
UBS Financial Services INC.Broker
October 2007 - May 2009 · 1 yr 7 mos
Granite Securities, LLCBroker
June 2007 - November 2007 · 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Contact
Rachel Roseberry Ballengee