Matthew Hawk
Matthew Hawk is a CFP-designated registered investment advisor at Cambridge Capital Management, LLC, based in O'Fallon, IL, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 346 clients with $460M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are negotiable based on certain criteria. Discounts may be offered to family members. For investment management services on assets held at an employer sponsored retirement plan CCM charges an annual fee of 0.40%.
Fee Estimator
Contact
Matthew Hawk
Location
781 Sunset Blvd, Suite 100, O'Fallon, IL, 62269
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2013Employment History
Current Registrations
Cambridge Capital Management, LLC
Previous Registrations
Edward Jones
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Founded to be a revolutionary investment firm focused on complete customization with transparent integrity, Cambridge Capital Management was one of the first pure "fee-only" investment companies in the area. Today, Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice.