Matter Family Office provides investment management, wealth planning, and family culture and learning services to support families across generations. Matter acts as a Chief Investment Officer, creating customized portfolios. Wealth planning includes coordination of administrative activities, net worth reporting, multi-year budgeting, and tax and estate coordination. Family culture services focus on preparing the rising generation for wealth and improving family communication.
Assets Under Management$3.5B
Clients251
Advisors25
Avg. per Client$14M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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