Matson Capital provides investment advice by recommending investment programs designed and operated by Matson Money. Matson Capital focuses on clients transitioning from other advisors who are nearing the end of their business life cycles. Matson Capital evaluates a client's financial situation and recommends a Matson Money investment program. Clients are under no obligation to implement Matson Capital’s recommendations.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and may replicate fees from a client's prior advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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