Matter Family Office
Assets Under Management
$3.5B
Number of Clients
251
Number of Advisors
20
Average Client AUM
$14.1M
AUM per Advisor
$177.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Matter Family Office offers investment management, wealth planning & coordination, and family culture & learning services. Investment management includes strategy, asset custody assistance, research, manager selection, and performance reporting. Wealth planning covers administrative activities, net worth reporting, budgeting, and tax/estate coordination. Family culture services focus on preparing and communicating wealth responsibilities across generations.
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
Location
7711 Bonhomme Avenue, Suite 400, Clayton, MO, 63105