Rainey Financial works with Matson Money, Inc. to manage client accounts. Rainey Financial helps clients with paperwork, updates Matson Money with client information, reviews quarterly statements, and delivers important documents. Rainey Financial receives fees collected by Matson Money. Steven F. Rainey also works as an insurance agent and may offer those services to clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
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 | 0.90% |
Fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per annum on the average net assets of each series of the Matson Fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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