Erin Mccloskey is a CFP-designated registered investment advisor at Matter Family Office, based in Denver, CO, with 8 years of industry experience. Erin 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
210 University Blvd suite #220, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Matter Family Office
Previous Registrations
Snowball Wealth Management
State Registrations2 states
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Exams
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