W.H. Financial Services directs clients to third-party investment advisors, primarily Matson Money, and reviews their performance. W.H. Financial Services also offers a portfolio analysis service and financial planning, including investment planning, insurance, tax, retirement, college, and debt/credit planning. W.H. Financial Services generally limits its investment advice to mutual funds.
Assets Under ManagementN/A
Clients46
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.facebook.com/whfinancial ·www.whfinancial.net ·www.linkedin.com/in/bill-hazlett-chfc%c2%ae-890...
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The aggregate management fees charged by WHF and Matson Money will not exceed 1.40% annually. Fees are negotiable. Matson Money is compensated via the expense ratio (up to 0.50% annually) associated with its mutual fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...