Erin Mccloskey is a CFP-designated registered investment advisor at Matter Family Office, based in Denver, CO, with 7 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 251 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
This is a tiered fee schedule in which each tier of assets is charged a different rate under the annual Investment Management Fee schedule creating the effect of a blended fee rate used at the time of billing.
Fee Estimator
Location
210 University Blvd suite #220, Denver, CO, 80206
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Matter Family Office
Previous Registrations
Snowball Wealth Management
State Registrations2 states
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