Advisor at Focus Partners Wealth, LLC
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Firm
Focus Partners Wealth, LLC
Location
Deerfield, IL 60015
Credentials
Series 65
Industry experience
2 years
Matthew Cox is a financial advisor at NorthCoast Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners. His prior experience includes roles outside the financial sector, such as positions with the Indiana University Athletic Department and Chicago Sky. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through various strategies and acting as a fiduciary for ERISA and IRA accounts.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
520 Lake Cook Road, Suite 520
Deerfield, IL 60015
Illinois
Focus Partners Wealth, LLC
2026 - Present (1 year)
Kovitz Investment Group Partners, LLC
2024 - Present (2 years)
Strategic Wealth Partners
2021 - 2024 (3 years)
Dish Network
2019 - 2019 (1 year)
Riddell Inc.
2018 - 2018 (1 year)
Indiana University Athletic Department
2017 - 2020 (3 years)
Avoca School District 37
2017 - 2017 (1 year)
Chicago Sky
2017 - 2017 (1 year)
Indiana University
2016 - 2020 (4 years)
Park Ridge Park Distrcit
2014 - 2016 (2 years)
Maine South High School
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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