MG
CFP
MG
CFP

Matthew Gill

5 Years of Experience
BrokerSells Insurance

Matthew Gill is a CFP-designated registered investment advisor at M.brown Financial Advisors, based in Naperville, IL, with 5 years of industry experience. Their practice areas include Investment Management, Retirement Planning.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1M+1.75%

Fee schedule is the maximum fee charged for each tier. M. Brown and its advisors will have discretion to charge less than the maximum fee rate. Clients who have been with an advisor affiliated with M. Brown for three years or more may receive a 0.10% discount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2728 Forgue Dr, Suite 100, Naperville, IL, 60564

Get directions

History

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.

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Other Business ActivitiesSells Insurance

Matthew is a member of Plainfield Land, LLC, a passive farmland investment, dedicating minimal time per month. He is also an agent for M Brown Financial Advisors Group, Inc., selling insurance products and dedicating a few hours per week.

Employment History
Current Registrations
M.brown Financial Advisors
July 2021 - Present · 4 yrs 9 mos
Ausdal Financial Partners, INC.
September 2020 - Present · 5 yrs 7 mos
Ausdal Financial Partners, INC.Broker
May 2020 - Present · 5 yrs 11 mos
State Registrations2 states
ILWI
AdvisorBrokerBoth

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
No exam information available for this advisor.