SmartPlan Investing provides financial coaching and investment consulting services. They help clients invest according to academic investing principles to meet their financial goals. They offer a Free-Market Investment Analysis (MRI) to assess portfolios. For investment management, SmartPlan Investing partners with Matson Money, who has full authority to manage client accounts. SmartPlan Investing also offers educational financial workshops.
Assets Under ManagementN/A
Clients300
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also receives fees of .50% on each fund’s average daily net assets as described in the prospectus.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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