Gemini Wealth offers financial planning and consulting services, including retirement strategy, risk management, and tax reduction. For investment management, Gemini Wealth primarily recommends using Matson Money, a third-party manager. Gemini Wealth acts as a liaison between clients and Matson Money, helping with paperwork and providing ongoing service. Gemini Wealth also provides services to qualified retirement plans.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for Gemini Wealth's co-advisor services when using Matson Money. This is in addition to Matson Money's fees, which may not exceed 2.0% annually. Gemini Wealth's fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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