Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Matter Family Office charges fees in two ways: a percentage of assets under management (AUM) for investment management and basic wealth planning, and a custom family office fee retainer for complex wealth planning, coordination, culture, and legacy services. AUM fees range from 0.30% to 1.00% depending on the size and complexity of the account. The target minimum annual fee is $75,000.
Areas of Practice
Advisor Information
Office location
210 University Suite 210, Denver, CO, 80206
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is involved with LJ Trust Company LLC, a private family trust company, as Chair of the Beneficiary Relations Committee and Member of the Audit Committee since 2018. He dedicates minimal time to oversight and participation in these committees.