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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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 →Other Business Activities
Brian is involved in leasing and property management of personally owned real estate since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
The Mather Group, LLC
February 2011 - Present · 15 yrs
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.