Ash Matson Wealth Partners recommends third-party investment advisors to manage client portfolios. They gather information about your financial situation and objectives to recommend a suitable advisor. Ash Matson monitors the third-party advisor's performance to ensure it aligns with your goals. Ash Matson shares in the advisory fee you pay to the third-party advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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