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Updated September 28, 2026. Quick answer: The Mather Group discloses a tiered schedule starting at 1.15% in its Form ADV Part 2A (September 4, 2026). Converted to dollars, that runs $5,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (September 4, 2026): “The fee for any assets under management will generally range from 0.25% to 2.00%. TMG’s standard fee schedule is as follows: First $2,000,000 1.15% Next $8,000,000 0.75% Balance Over $10,000,000 0.50%”
Note: Regulatory AUM $13,446,388,873. TMG’s $1,000,000 minimum applies specifically to ‘comprehensive services,’ not to basic investment advisory generally, so the standard fee schedule above is not gated by that minimum.
- First $2,000,000: 1.15%
- Next $8,000,000: 0.75%
- Balance Over $10,000,000: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,875 | 1.15% |
| $500,000 | $5,750 | 1.15% |
| $1,000,000 | $11,500 | 1.15% |
| $2,000,000 | $23,000 | 1.15% |
The Mather Group’s standard schedule (First $2,000,000 at 1.15%, marginal) covers all four benchmark balances within its first bracket. No dollar-denominated minimum annual fee is stated in the document.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, The Mather Group’s own published rate runs $5,750 a year.
Comparing The Mather Group against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (September 4, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057123
- SEC Investment Adviser Public Disclosure, The Mather Group, LLC (CRD #156005): https://adviserinfo.sec.gov/firm/summary/156005
- The Mather Group, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/156005/PDF/156005.pdf
Methodology. This page was built September 28, 2026, drawing on The Mather Group’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full The Mather Group review.
Is The Mather Group a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See The Mather Group’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing The Mather Group against other options? See The Mather Group alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.