LifeTyme Financial Advisors partners with Matson Money to manage client investment portfolios and retirement plans using a modern portfolio and efficient market philosophy. LifeTyme Financial Advisors acts as a co-advisor, helping clients select appropriate model portfolios and providing ongoing support, while Matson Money handles discretionary trading. The firm emphasizes asset allocation with periodic rebalancing. In addition to investment management, the team includes licensed insurance professionals who can offer insurance products separately. LifeTyme Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
Fees are negotiable based on asset amount and model portfolio chosen. Matson Money charges an additional 0.50% annual fee through underlying funds, bringing total combined fees to 1.49%.