Wordhouse Wealth Coaching (WWC) is a registered investment advisor that recommends and monitors third-party advisors, primarily Matson Money. WWC coaches clients to avoid investment mistakes and achieve peace of mind through investment strategy, asset allocation, and portfolio review. WWC also offers financial education classes and portfolio analysis. WWC does not manage client assets directly; Matson Money manages the assets.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.84% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.39% |
Matson Money also charges up to 0.50% based upon the average daily net assets of the Matson fund. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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