Field Freedom Advisors (FFA) refers clients to Matson Money for investment management services. FFA gathers client financial information and recommends Matson Money. FFA conducts due diligence on Matson Money and reviews their performance. FFA also offers a Portfolio MRI service to analyze client portfolios, relying on Matson Money's technology. Seminars and workshops are offered to educate the public.
Fee Structure
Field Freedom Advisors does not directly manage investments. Instead, they refer clients to Matson Money for investment management. The annual fee for this service is 1.48% of your portfolio, which includes 0.99% to Field Freedom Advisors and 0.49% to Matson Money. This fee is in addition to the 0.50% expense ratio of the Matson Money funds your portfolio will be invested in. The total annual advisory fee will not exceed 2.00% of assets. This fee is negotiable.