Breakthrough Investing, LLC refers clients to Matson Money for investment management services, assisting with allocation models and monitoring. They also offer workshops and investor briefings for general investment education. Financial planning services are available, providing clients with a written plan to achieve their financial goals, covering areas like retirement, investments, and insurance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.55% |
| $3M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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