Attainable Wealth provides investment management and financial advice to individuals. As a co-advisor with Matson Money, Attainable Wealth helps clients complete paperwork, updates client information, reviews statements, and delivers important documents. They also offer independent portfolio analysis. Seminars and workshops are held to educate the public on investments and services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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 | 0.85% |
| $4M+ | 0.50% |
Matson Money also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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