Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 can be negotiated 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.
Fee Estimator
First Financial Coaching (FFC) receives a portion of the revenue from Matson Money for clients in a Co-Advisory Agreement. Financial analysis services are offered at $150/hour or a fixed fee ($250-$1000, or higher depending on complexity). FFC's fees for private account asset allocation range from 2.00% on the first $500,000 to 0.50% on amounts over $4 million. Effective in 2018, the maximum allowable fee for all new clients is 1.2%. A flat fee schedule can be negotiated up to 1%. 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.
Areas of Practice
Advisor Information
Office location
144 South Main St., Mt. Clemens, MI, 48043
Get directionsRegulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Jeffrey is a VP at First Financial, an insurance agency, and an agent for various insurance companies, selling life and disability insurance since 1984, dedicating about 10-20% of his time to each. He also owns and manages real estate rental properties through South Main Real Estate LLC and Nunns Creek LLC, spending minimal time on these activities.