Lettin Wealth Management Group (LWMG) acts as a co-advisor with Matson Money to manage client accounts. LWMG helps clients with paperwork, updates Matson Money with client information, and reviews quarterly statements. LWMG also recommends third-party managers (TPMs) and acts as a liaison between the client and the TPM. LWMG receives referral fees from both Matson Money and the TPMs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The aggregate management fee received by LWMG and MM will not exceed 1.90% annually. Fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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