Laser Wealth Management offers investment advisory services and financial planning to individuals and business owners. Laser partners with Matson Money to manage client accounts, with Matson Money having discretionary trading authority. Laser helps clients with paperwork, updates Matson Money on client status changes, reviews quarterly statements, and delivers important documents. Laser also offers financial planning on an hourly or fixed-fee basis, covering various areas from risk management to estate conservation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Laser charges a maximum annual fee of 1.00% of the assets but fees are negotiable. Matson Money also receives fees of 0.50% per year from the Matson Fund in which clients are recommended to invest. These fees do not include brokerage fees.