The Mather Group, LLC
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Overview
The Mather Group, LLC is located at 353 N. Clark Street, Chicago, IL. The firm employs 81 financial advisors to manage client portfolios and provide financial guidance. The Mather Group, LLC is not a registered broker-dealer.
The Mather Group, LLC oversees $10.5 billion in assets under management across 15,974 accounts, of which 13,029 are discretionary and 2,945 are non-discretionary. Over the past year, the firm has provided financial planning services to 4,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to retail investors, high net worth investors, pension plans, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees. The firm has 2,379 high net worth clients.
The Mather Group, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Mather Group, LLC by the Numbers
$10.5 billion
163
15,974
$657.9 thousand
Products and Services
The Mather Group, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. In the last fiscal year, The Mather Group, LLC provided 4000 of its accounts with financial planning services. The Company is involved in selling products or offering services different than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on the services offered. Fees charged by The Mather Group, LLC likely include some combination of the following fee structures: asset-based, hourly, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm provides services to retail investors, high net worth investors, pension plans, and charitable organizations. Out of its 4 clients, The Mather Group, LLC's biggest client type by number of accounts is high net worth investors, though it also caters to 2379 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 56.04%
- Other Individuals - 43.82%
- Corporations - 0.09%
- Charitable Organizations - 0.05%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Mather Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at The Mather Group, LLC
Chicago, IL
Chicago, IL
Atlanta, GA
Cincinnati, OH
Chicago, IL
Chicago, IL
Houston, TX
Chicago, IL
Austin, TX
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