Berry Advisors Group, LLC primarily refers individuals and high net worth individuals to Matson Money, Inc., a registered investment advisor, for asset management services. Berry Advisors Group assesses clients' financial status, investment objectives, risk tolerance, and financial goals to determine the most suitable model portfolio. Berry Advisors Group maintains a relationship with clients to ensure their information remains current and to assist them in determining appropriate allocation models.
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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are based on the client’s total relationship managed by Matson Money, Inc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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