Mattern Capital offers investment and wealth management, financial planning, and consulting services to individuals, high net worth individuals, trusts, businesses, and corporations. They work with clients to determine investment objectives and risk profiles, using software to evaluate portfolio designs. Mattern Capital manages portfolios, allocating assets among various investments based on the client's risk tolerance. They may also recommend independent investment managers.
Assets Under Management$1B
Clients410
Advisors7
Avg. per Client$2.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Assets over $20,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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