Mattern Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$533,737,347
Total clients
595
19% high-net worth
Total advisors
3
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
198
Average account size
$897,038
Client services
Fee options
Fixed fees for consulting services up to $10,000, no minimum fee required
up to 1.25% per year, tiered schedule depending on size, complexity, and negotiation
$300 per hour for consulting services
Fee-only: Fee-only registered investment advisory firm (no commissions)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mattern Wealth Management LLC
1811 Wakarusa Drive, Suite 103
Lawrence KS 66047, United States
Number of offices
1
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