Wealth Architects, LLC provides financial planning services and refers clients to third-party money managers (Matson Money, Inc.). Wealth Architects does not manage client assets directly. Financial planning services include a review of investments, insurance, retirement income, and Social Security. Wealth Architects also holds seminars and workshops to educate the public on different types of investments.
Fee Structure
Wealth Architects acts as a co-advisor with Matson Money, Inc. to manage client accounts. Wealth Architects receives the management fees collected by Matson Money. The annual fee ranges from 0.25% to 1.4% of the assets, and is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund.