Matter Family Office
Assets Under Management
$3.5B
Number of Clients
251
Number of Advisors
20
Avg. Portfolio per Client
$14.1M
Avg. Managed per Advisor
$177.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Matter Family Office offers investment management, wealth planning, and family culture & learning services to support successful families across generations. Investment management includes strategy development, asset custody selection, research, manager screening, and performance reporting. Wealth planning covers administrative activities, net worth reporting, budgeting, and tax/estate coordination. Family culture services focus on preparing the rising generation for wealth and improving family communication.
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% |
Fee Estimator
Areas of Practice
Location
7711 Bonhomme Avenue, Suite 400, Clayton, MO, 63105