| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005
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Learn about disclosures →Matthew is an associate financial planner at Signature Advisors Group and an investment advisor representative at Signature Financial Services. He also works as an agent/broker selling traditional insurance products through Signature Brokerage Services, Ltd.