LG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
251 clients
Average Client Portfolio
$14.1M average
Assets Under Management
$3.5B
Fee Structure
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
3811 Turtle Creek Blvd, suite 800, Dallas, TX, 75219
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Matter Family Office
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Tolleson Private Wealth Management
July 2020 - April 2024 · 3 yrs 9 mos
Hornor, Townsend & Kent, INC.
October 2014 - June 2015 · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.