Guide Advisors provides financial planning and investment advice. They also sell annuities and insurance products, earning commissions. They act as a co-advisor with Matson Money to manage client accounts. Guide Advisors offers two financial planning services: a Financial MRI and a Standard Financial Plan. Seminars and workshops are also offered to educate the public.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
The fee will be disclosed to the Client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen. MM receives fees of a maximum of .49% per annum on the average net assets of each series of the Matson Fund as the adviser to the Matson Fund and this fee, paid through the Matson Fund is in addition to the management fees charged by Guide Advisors.