Freedom Wealth Coaching (FWC) offers investment management through a co-advisory arrangement with Matson Money, where Matson Money handles investment decisions and FWC manages client relationships. FWC also provides financial planning and consulting services, including reviews of financial status, cash flow analysis, insurance needs, and retirement planning. Additionally, FWC offers consulting services to retirement plan sponsors.
Fee Structure
Freedom Wealth Coaching provides investment management services jointly with Matson Money. Clients are charged based on the value of their investments. Freedom Wealth Coaching's portion of the fee ranges from 0.20% to 0.99% annually, depending on the engagement. This fee is deducted from the client's account quarterly in advance. Matson Money also charges a fee of up to 0.50% annually, depending on the fund.