D. Mattersdorff LLC manages investment portfolios and provides personalized financial planning for individuals and families. The firm's investment approach focuses on fundamental, value-based security selection, emphasizing traditional businesses with established profits and verifiable assets across global stocks, bonds, real estate investment trusts, and mutual funds. Portfolios are tailored to each client's age, tax situation, overall financial profile, risk tolerance, and return objectives. In addition to portfolio management, D. Mattersdorff offers financial planning services covering broad financial factors such as assets, liabilities, income, expenses, savings, tax information, mortgage information, and estate plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees do not exceed 2% per year and are negotiable based primarily on the size of the client's assets.