| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Fees are negotiable under certain circumstances, including long-term relationships and large account relationships.
423 Central Avenue, Northfield, IL, 60093
Get directionsNo 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 →Matthew is involved in several real estate investment entities, including MPBC Holdings LLC, RTM LLC, Churchill Farms Holdings LLC, and Thurber-Junction LLC, dedicating minimal time to each. He also works as an investment advisor for Bernardi Asset Management, LLC, spending nearly full-time hours there.