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Ben M Petrie is an Investment Advisor Representative at The Mather Group, LLC. Ben has been in the industry since 2022 and has a Series 65 license. The Mather Group, LLC has been in business since 1995 and has offices in Chicago, IL. The firm manages over $10 Billion in assets and specializes in providing financial planning and investment management services to individuals, families, trusts, and charitable organizations. Ben is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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IL
06/12/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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