Unique Investment Advisors works with Matson Money to manage client investments. Unique recommends Matson Money's services, helps clients with paperwork, provides ongoing support, and reviews account performance. Unique also provides limited scope advice to retirement plans. Unique does not directly manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Unique Investment Advisors acts as a co-advisor with Matson Money. The fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per year on the average net plan assets of each series of the Matson Fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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