The Elliott Group provides financial planning and consulting services to help clients meet their financial goals. They offer advice on college funding, retirement, taxes, asset protection, investments, and estate planning. For investment management, The Elliott Group has a co-advisory agreement with Matson Money, who handles portfolio management. The Elliott Group maintains a relationship with clients, ensures their information is current, assists in determining appropriate allocation models, reviews account activity, and responds to inquiries.
Fee Structure
The Elliott Group works with Matson Money to manage your investments. Matson Money collects the advisory fee, which is generally 0.95% of your portfolio, but this is negotiable. The maximum combined fee paid to The Elliott Group and Matson Money will not exceed 1.45% annually. This fee is deducted from your account quarterly in advance. You will also pay fees embedded in the mutual funds used in your portfolio. Lower fees may be available from other sources.