Marian Investor Coaching (MIC) refers clients to Matson Money, Inc., an unaffiliated registered investment advisor, for investment management. MIC acts as a co-advisor, periodically reviewing the money manager for adherence to client objectives. MIC also prepares a Portfolio MRI report for prospective clients for a flat fee. MIC does not directly manage investments.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are for co-advisor services. MIC also offers investment supervisory services for no-commission indexed annuities. The fee is 0.50% annually on the first $1 to $500,000, and negotiable over $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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