Alaska Advisors directs clients to third-party investment advisors, ensuring they are properly licensed. They conduct due diligence on these advisors and monitor their performance. Alaska Advisors also offers a portfolio analysis service to help clients align their investments with their risk tolerance and goals. They primarily recommend mutual funds, fixed income securities, equities, and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fees are negotiable. Matson Money charges a 0.50% expense ratio for its mutual funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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