Perry Mattern
Perry Mattern is a CFP-designated registered investment advisor at Mattern Capital Management, LLC, based in Lakewood, CO, with 26 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 436 clients with $1.1B 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 | 1.25% |
| $2.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fees for assets over $20,000,000 are negotiable. Fees may be based on cumulative household assets.
Fee Estimator
Location
165 S. Union Blvd, Suite 780, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Criminal
June 1992Other Business Activities
Perry has ownership stakes in raw land in Pinal County, Arizona, and Mattern Land Development LLC, both investment-related. He also owns Mattern Storage, LLC and AZ346, LLC, which are not investment-related and require minimal time.
Employment History
Current Registrations
Mattern Capital Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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