Ash Matson Wealth Partners is a registered investment advisor based in Palm City, Florida. The firm specializes in recommending and monitoring third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Ash Matson Wealth Partners helps clients build customized portfolios by evaluating their financial situation, goals, risk tolerance, and investment objectives. In addition to investment management oversight, associated professionals may offer insurance products for a commission. The firm does not manage money directly or exercise trading authority over accounts, requiring clients to execute agreements directly with recommended third-party managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Some existing clients may have different fee arrangements based on previous schedules.