Matson Money offers asset allocation investment advice to individuals, trusts, high net worth individuals, retirement accounts, and businesses. They manage mutual funds (Free Market Funds and Matson Money Funds) used in their advisory programs. Matson Money's services are marketed through solicitors or co-advisors (Referrers). Matson Capital, an affiliated registered investment advisor, focuses on recommending Matson Money's investment programs. Clients complete questionnaires to determine suitable investment programs. Matson Money offers three advisory programs: Matson Fund Platform, Frontier Adjusted Portfolio Program, and Private Account Asset Allocation.
Assets Under Management$21B
Clients30,142
Advisors12
Avg. per Client$680K
Avg. per Advisor$1.7B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable for clients investing over $1 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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