Mattern Capital Management is a registered investment advisor that manages investment portfolios and provides comprehensive wealth management, financial planning, and consulting services. Founded in 2019 and owned by Perry Mattern, the firm primarily serves individuals, high-net-worth families, trusts, and businesses. Mattern Capital creates customized investment strategies using individual stocks and bonds, exchange-traded funds, and institutional mutual funds, tailored to each client's risk tolerance and financial goals. The firm evaluates clients' existing portfolios, transitions them to recommended strategies, and continuously monitors performance while meeting regularly with clients. In addition to investment management, Mattern Capital offers financial planning covering retirement, taxes, estate planning, insurance, cash flow forecasting, and business planning. Clients can also access specialized concierge-level family office services and third-party independent managers through the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fees for assets over $20,000,000 are negotiable. Fees may be based on cumulative household assets.