The Mather Group: Platform Profile

Overview

The Mather Group, LLC is an SEC-registered adviser providing investment management, financial planning, tax strategy, estate-planning coordination and family-office services.

May fit better for

• households with approximately $1 million or more;
• clients seeking investment, tax and planning integration;
• families wanting estate-planning coordination;
• investors comfortable with a progressive AUM schedule;
• ultra-high-net-worth families considering Legacy at TMG.

May fit less well for

• small portfolios;
• active self-directed traders;
• users who interpret 2.00% as the standard rate;
• clients expecting one fee schedule across every acquired practice;
• investors requiring daily liquidity from all holdings.

Minimum

• General account minimum: $1,000,000
• Minimum waivable: Yes

Standard schedule

Current Part 2A-derived sources identify:

• First 2m: 1.15%
• Next 8m: 0.75%
• Above 10m: 0.50%
• Standard schedule progressive: Yes

At $12 million, the breakpoint total is $93,000, or an effective rate of 0.775%.

Broader Form CRS range

Current February 2, 2026 Form CRS:

• CRS portfolio management range: 0.25%-2.00%
• Acquired client fee schedules can differ: Yes

TMG says acquired firms' existing schedules can be honored. Keep the broad CRS range separate from the standard schedule.

Billing and planning

• Billing frequency general: quarterly
• Billing timing: advance or arrears
• Financial planning fee method: retainer-based
• Financial planning fee depends on scope: Yes

The agreement controls timing. Do not invent a standard dollar planning retainer.

Tax and estate-planning limits

TMG publicly emphasizes tax strategy and estate-planning coordination.

• Tax strategy services: Yes
• Estate planning coordination: Yes
• TMG provides legal advice: No

TMG states it does not provide legal advice and works with unaffiliated licensed estate-planning services and attorneys where applicable.

Legacy at TMG

• Family office brand: Legacy at TMG
• Family office: Yes

The service can include investment advisory, wealth-transfer planning, tax advisory/compliance, philanthropy, next-generation financial education and broader family-office coordination. Do not imply every TMG Wealth client receives the complete Legacy service set.

Alternatives

Current materials discuss private equity, real estate, private credit and semi-liquid private investments.

• Alternatives: Yes
• Private equity possible: Yes
• Private real estate possible: Yes
• Private credit possible: Yes
• Daily liquidity universal: No

Underlying fund, custodian and sub-adviser expenses remain additional.

Custody and asset metrics

• Custodian:
• Fidelity
• Charles Schwab
• Public AUM AUA: $17B+
• Public metric type: AUM/AUA
• Public metric equals regulatory AUM: No