The Mather Group (TMG) offers financial planning, investment management, tax and estate planning guidance, and family office services primarily to high-net-worth individuals. TMG manages investments using an evidence-based approach, and provides comprehensive financial plans to help clients achieve their financial goals. TMG may recommend other professionals like attorneys or insurance agents, but clients are not obligated to use them.
Assets Under Management$13B
Clients4,773
Advisors110
Avg. per Client$2.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
—
Loading...
Location
110 Advisors at this firm
Page 1 of 6