Brian
Fernandez
Matter Family Office
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About this Advisor
Brian Fernandez is a financial advisor working out of Saint Louis, Missouri who has 16 years of relevant experience. Fernandez is on the advisory team at Matter Family Office. They have been an employee of Matter Family Office for the entirety of their career. Fernandez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Matter Family Office is a business operating out of Saint Louis, MO. The company has offices in two locations and a total of 44 financial advisors. It oversees $3 billion in assets under management among its 258 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to three charitable organizations. Of its 258 customer accounts, 79% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the services. Fee types billed by Matter Family Office can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Matter Family Office Brokerage Details
$3,212,104,878
44
258
$12,450,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Fernandez Work History
Brian has been registered as a financial advisor for 16 years.*
Matter Family Office
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matter Family Office
Saint Louis, MO
Denver, CO
Dallas, TX
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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