Affluent Solutions, LLC is a registered investment advisor that refers clients to Matson Money, Inc., an unaffiliated SEC-registered investment advisor, for investment management. Affluent Solutions prepares a Portfolio MRI® report for prospective clients for a flat fee. Clients are placed in a wrap fee program offered by Matson Money and are charged an asset-based fee instead of trading commissions. Affluent Solutions charges a separate co-advisor fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Co-Advisor Fee is 0.99% annually, payable quarterly in advance. This fee is in addition to fees charged by Matson Money and Charles Schwab or AXOS Advisor Services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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