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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
About Your Family Matters, LLP
Your Family Matters, LLP is a Cordova, TN registered investment adviser providing fiduciary, holistic planning for families. Services span investment and retirement planning, budgeting/debt and savings strategy, estate documents (trusts, wills, powers of attorney) and tax preparation/bookkeeping, plus life insurance and annuities. Offers online “quote and apply” insurance comparisons and is licensed in TN, MO, MS, AR, and AL; custodies through Charles Schwab.
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Owner & Executives
Thomas Edward Mercer
SENIOR PARTNER
- CRD
- --
- Ownership
- 75% or more
Margaret Mercer
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,813,649 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,813,649 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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