D. Mattersdorff LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,898,075
Clients
16
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$3,868,630
About
D. Mattersdorff LLC provides investment management and financial planning services primarily to individual clients and families, managing approximately $61.9 million across 16 client relationships. The firm offers discretionary portfolio management covering global stocks, bonds, REITs and mutual funds, and delivers standalone financial planning that can be integrated into ongoing account management.
The firm’s investment approach is fundamental, value-oriented security selection with a buy-and-hold posture and generally low trading volume, constructing portfolios based on each client’s age, tax situation, risk tolerance and return objectives. It routinely uses global securities—acknowledging currency and local-market risk—permits client-imposed investment restrictions, operates with discretionary trading authority, and performs formal account reviews annually.
Distinctive features include a significant non-U.S. client presence uncommon for firms of this size, paired with an explicit emphasis on international investment recommendations and the attendant currency risk. The firm has been registered since 1999 and its lead adviser holds the CFA designation, supporting a concentrated, low-turnover practice that focuses on established, “old economy” businesses and avoids many high‑growth technology names.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Fee options
Up to 2% annually, fees are negotiated based primarily on size of assets
$120 per hour for financial planning
Account minimum: $200,000 (may be waived at sole discretion) Fee-only: Financial planning services at $120/hour (waived if ongoing account management is elected)
Main office location
D. Mattersdorff LLC
393 N. State Street
Lake Oswego OR 97034, United States
Number of offices
1
Most active in
D. Mattersdorff LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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