Matthew
Schuster
Assetmark, Inc
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About this Advisor
Matthew Schuster is a financial advisor based in Chicago, Illinois, working with Assetmark, Inc. Matthew has previously held positions at Total Quality Logistics, Oppenheimer Funds Distributor, Inc, Strategic Interests, Centra Financial, Assetmark Financial, Inc, Assetmark Brokerage, LLC, and Indiana University. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Matthew is part of Assetmark, Inc, which operates out of Chicago, Illinois. The firm has 4 offices and 709 employees. The firm manages assets totaling $65.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$65,618,270,379
709
374,574
$175,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Matthew Schuster Work History
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Centra Financial
Oppenheimer Funds Distributor, Inc
Total Quality Logistics
Strategic Interests
Indiana University
Disclosures
Please visit the SEC profile of Matthew Schuster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assetmark, Inc
Chicago, IL
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Encino, CA
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