D. Mattersdorff LLC offers financial planning and investment management services. Financial planning covers a client's overall financial situation, including assets, liabilities, income, and expenses. Investment management focuses on global stocks, bonds, and real estate, using a value-based approach. Portfolios are tailored to the client's age, tax situation, and risk tolerance.
Assets Under Management$61M
Clients20
Advisors1
Avg. per Client$3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size of the client's assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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