Smartt Wealth Solutions offers personalized financial planning and co-advisory services for investment management. Financial planning includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Smartt Wealth Solutions also holds seminars and workshops to educate the public on different types of investments and the services they offer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Smartt Wealth Solutions acts as a co-advisor with Matson Money. The annual fee may be up to 1% of the assets managed. Matson Money also receives fees of .49% per year. The potential maximum fee in totality is 1.5% annually. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.