Thierry Brunel is a registered investment advisor at Matter Family Office, based in St Louis, MO, with 13 years of industry experience. Thierry 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
8001 Forsyth Blvd, Suite 950, St Louis, MO, 63105
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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
Thierry serves on the Investment Committee for Ronald McDonald House Charities of St Louis, donating minimal time each month. He receives no financial compensation for this work.
Employment History
Current Registrations
Matter Family Office
Previous Registrations
Genspring Family Offices, LLC
Convergent Wealth Advisors, LLC
Morgan Stanley & CO., Incorporated
Morgan Stanley
State Registrations1 state
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