Philip Rollhaus is a CFA-designated registered investment advisor at Matter Family Office, based in Denver, CO, with 6 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 251 clients with $3.5B 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 | 1.00% |
| $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
Location
210 University Suite 210, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is involved with LJ Trust Company LLC, a private family trust company, as Chair of the Beneficiary Relations Committee and Member of the Audit Committee since 2018. He dedicates minimal time to oversight and participation in these committees.
Employment History
Current Registrations
Matter Family Office
Previous Registrations
Alan D Biller & Associates, INC.
State Registrations2 states
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