The Mather Group, LLC
Assets Under Management
$11.7B
Number of Clients
4,260
Number of Advisors
100
Average Client AUM
$2.7M
AUM per Advisor
$117.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Mather Group, LLC (TMG) offers combined financial planning, investment management, tax and estate planning guidance, and family office services primarily to high-net-worth individuals. They manage portfolios using an evidence-based approach and offer both discretionary and non-discretionary services. TMG also offers tax planning and compliance services, and estate planning document preparation through third-party legal providers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
TMG's advisory fees range from 0.25% to 2.00% of assets under management. The standard fee schedule is 1.15% on the first $2,000,000, 0.75% on the next $8,000,000, and 0.50% on the balance over $10,000,000. Fees are generally debited directly from managed accounts quarterly. TMG generally has an account minimum size of $1,000,000 in assets under management for comprehensive services, but this may be waived. Tax preparation is included for clients with a minimum of $5,000,000 in AUM; otherwise, a fixed fee applies. Financial planning and family office fees vary and are quoted on an individual basis.
Areas of Practice
Location
353 N. Clark Street, Suite 2775, Chicago, IL, 60654
