INVESDID provides financial planning and refers clients to third-party money managers (TPM). INVESDID doesn't sell insurance but its principal is affiliated with entities that do. For financial planning, INVESDID reviews wills, investments, taxes, retirement, and insurance. INVESDID also acts as a co-advisor with Matson Money, Inc. (MM) to manage client accounts.
Fee Structure
INVESDID acts as a co-advisor with Matson Money, Inc. (MM) to manage client accounts. INVESDID receives the management fees collected by MM. The annual fee is based on a maximum of 0.25% to 1.4% of the assets. The fee is negotiable based on the amount of assets and the Model Portfolio chosen. MM also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund.