Matson Financial Advisors, INC.
Matson Financial Advisors, Inc. offers financial planning and wealth management services, combining financial planning and investment advice. They engage clients in dialogue to determine their financial needs and build a roadmap for the future. Financial planning covers topics like investment planning, retirement income planning, tax and estate planning, insurance planning, and education planning. Matson Financial Advisors works with clients who have a long-term perspective and design diversified investment portfolios.
Fee Structure
Matson Financial Advisors has provided advisory services to select legacy clients for fees based on a percentage of the value of your portfolio. Generally, the annual fees have ranged from 0.40% to 1.25% of the value of your portfolio. These fees are invoiced after the services are provided and deducted directly from client assets held at the account custodian. However, there may be situations in which clients are invoiced directly.