First Financial Coaching provides investment advice and retirement plan consulting. If appropriate, First Financial Coaching recommends clients engage Matson Money Inc. to manage client assets. First Financial Coaching also offers financial consulting services tailored to individual client needs. Clients are responsible for notifying First Financial Coaching of any changes to their financial situation or investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.