Rachel Roseberry Ballengee
RB
CFP

Rachel Roseberry Ballengee

18 Years of Experience

Firm Information

Rachel Roseberry Ballengee
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
100 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
100 advisors
Number of Clients
4,260 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$11.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.15%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees and minimums are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

TMG's advisory fees range from 0.25% to 2.00% of assets under management. The standard fee schedule is 1.15% on the first $2,000,000, 0.75% on the next $8,000,000, and 0.50% on the balance over $10,000,000. Fees are generally debited directly from managed accounts quarterly. TMG generally has an account minimum size of $1,000,000 in assets under management for comprehensive services, but this may be waived. Tax preparation is included for clients with a minimum of $5,000,000 in AUM; otherwise, a fixed fee applies. Financial planning and family office fees vary and are quoted on an individual basis.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

353 N. Clark Street, Suite 2775, Chicago, IL, 60654

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Rachel Roseberry Ballengee
RB
Contact
Rachel Roseberry Ballengee
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Mather Group, LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Intrua Financial
November 2015 - April 2021 · 5 yrs 5 mos
LPL Financial LLC Broker
June 2009 - April 2021 · 11 yrs 10 mos
UBS Financial Services INC. Broker
October 2007 - May 2009 · 1 yr 7 mos
Granite Securities, LLCBroker
June 2007 - November 2007 · 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Rachel Roseberry Ballengee
RB
Contact
Rachel Roseberry Ballengee