Assets Under Management
$20.6B
Number of Clients
30,142
Number of Advisors
12
Average Client AUM
$682K
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)
Matson Money offers asset allocation investment advisory services to individuals, trusts, high net worth individuals, company retirement accounts, and other entities. Services are offered through three programs: Matson Fund Platform, Frontier Adjusted Portfolio Program, and Private Account Asset Allocation, primarily using mutual funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees negotiable for clients investing over $1 million.
5955 Deerfield Blvd., Mason, OH, 45040