Lucy Gardner is a CFP-designated registered investment advisor at Matter Family Office, based in Dallas, TX, with 6 years of industry experience. Lucy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 229 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matter Family Office negotiates fixed annual fees with each family client based on the scope of work and value provided. When preferred, the firm may charge a fee based on a percentage of the value of your portfolio or a combination of a fixed fee and a percentage-based fee. For clients receiving only investment advisory services, Matter Family Office typically charges an ongoing fee based on a percentage of your portfolio, billed quarterly.
Location
3811 Turtle Creek Blvd, suite 800, Dallas, TX, 75219
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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 →Employment History
Current Registrations
Matter Family Office
Previous Registrations
Tolleson Private Wealth Management
Hornor, Townsend & Kent, INC.
State Registrations1 state
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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