Guernsey Financial directs clients to third-party investment advisors like Matson Money, providing ongoing monitoring and annual reviews. They also offer retirement planning, portfolio analysis, financial planning, and educational seminars. Guernsey Financial generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under ManagementN/A
Clients205
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money receives a maximum annual fee rate of 0.50% on each Fund’s average daily net assets as described in the prospectus.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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