Assets Under Management
$3.5B
Number of Clients
251
Number of Advisors
20
Average Client AUM
$14.1M
AUM per Advisor
$177.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Matter Family Office offers investment management, wealth planning & coordination, and family culture & learning services. Investment management includes strategy, research, manager selection, and performance reporting. Wealth planning covers administrative activities, net worth reporting, budgeting, and tax/estate coordination. Family culture focuses on preparing and communicating wealth responsibilities.
| Assets Under Management | 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% |
7711 Bonhomme Avenue, Suite 400, Clayton, MO, 63105