Walen Financial Group offers financial coaching on securities and non-securities topics. They analyze your financial situation and provide investment advice, but you're not obligated to follow their recommendations. For investment management, Walen Financial Group refers clients to Matson Money, a registered investment advisor, to manage your portfolio. Walen Financial Group maintains a relationship with you to ensure your financial information remains current.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Matson Money has reduced the maximum allowed fee for all new clients to 1.2% of client assets moving forward. Fees are negotiable, but the minimum fee permitted by Matson Money is 0.25%. Walen Financial Group receives a portion of the fees you pay to Matson Money.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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