Advisor at Simplicity wealth
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Firm
Simplicity wealth
Location
Hampshire, IL 60135
Credentials
Series 65
Industry experience
6 years
Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and has over 20 years of experience in tax and business advisory with Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and operates a technology platform that supports asset management and back-office services for advisers and institutions.
Based on Simplicity wealth
Financial planning fixed fees determined case-by-case, negotiable.
$0+: 0.10% to 2.00% $0+: Platform Fee: 0.10% to 0.60% $0+: Model Manager Fee: 0.00% to 1.00% $0+: Independent Manager Fee: 0.00% to 1.00% $0+: Tax Overlay Service Fee: 0.10% per annum $0+: Socially Responsible Investing Service Fee: 0.10% per annum $0+: Index Replication Service Fee: 0.10% per annum
Advisors may accept commissions from insurance product sales separate from advisory fees.
Financial planning hourly fees determined case-by-case, negotiable.
Fee-only: Financial planning fees charged on fixed or hourly basis, fees negotiable and documented in agreement.
103 N. State Street
Hampshire, IL 60135
Illinois
Simplicity Wealth
2022 - Present (4 years)
Krueger Farms LLC
2021 - Present (5 years)
Sawtooth Solutions, LLC
2020 - 2022 (2 years)
Krueger & Associates Tax & Business Advisory, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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