Hill Wealth Strategies provides financial planning on an hourly or fixed-fee basis. For investment management, Hill Wealth Strategies acts as a co-advisor with Matson Money, recommending their platform to clients. Hill Wealth Strategies helps clients with paperwork, updates client information, and reviews quarterly statements. Clients are not required to use Matson Money and can choose other money managers.
Fee Structure
Hill Wealth Strategies acts as a co-advisor with Matson Money to manage client accounts. Matson Money charges an annual fee, a portion of which is remitted to Hill Wealth Strategies. The annual fee ranges from 0.25% to 1.2% of your portfolio, and is negotiable based on the amount you invest and the investment portfolio chosen. Matson Money also receives fees of 0.49% per year on the average net assets of each series of the Matson Fund.