Family Wealth Coaching, LLC directs clients to third-party investment advisors, primarily Matson Money. They also offer a portfolio analysis service called "MRI" to assess a client's financial situation and ensure investments align with their risk tolerance and goals. FWC LLC also provides periodic educational seminars and workshops through Matson Money. FWC LLC generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities.
Assets Under Management$43K
Clients2
Advisors1
Avg. per Client$21K
Avg. per Advisor$43K
Fee Structure
Minimum Investment:None
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% |
Fees are negotiable. Matson Money is compensated solely via a 0.50% fee associated with its mutual fund. The aggregate management fees charged by FWC LLC and Matson Money will not exceed 1.40% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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