Unclaimed
Matthew Thomas Fischer is a financial advisor associated with Chicago Partners Investment Group LLC. Matthew has been in the industry since May 2011. Matthew is registered as an Investment Advisor Representative in Illinois and has a Series 65 license. Matthew holds the designation of Chartered Financial Analyst. Matthew has experience working with clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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