The Mather Group, LLC
Assets Under Management
$11.7B
Number of Clients
4,260
Number of Advisors
100
Average Client AUM
$2.7M
AUM per Advisor
$117.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Mather Group offers combined financial planning, investment management, tax and estate planning guidance, and family office services to primarily high net worth individuals. They offer both discretionary and non-discretionary portfolio management services using an evidence-based approach.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
353 N. Clark Street, Suite 2775, Chicago, IL, 60654
100 Advisors at this firm
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