The Mather Group offers comprehensive financial planning, investment management, tax planning and preparation, and estate planning guidance primarily to high-net-worth individuals and families. The firm was established in 2011 and manages billions in client assets using evidence-based, globally diversified investment strategies. The Mather Group utilizes systematic asset allocation across seven risk-based portfolios, relying on low-cost index funds and incorporating direct indexing, bond ladders, and alternative investments when appropriate. Financial planning, tax planning, and basic estate document preparation are bundled into the core investment management services. The firm operates as a fiduciary, meaning it is legally required to act in your best interest. The Mather Group has offices in several cities and works with clients across the country.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation based on objective and subjective factors. Clients of acquired predecessor firms may have different legacy fee schedules.
