Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Financial coaching and investor education events are free. The Free Market Investment Analysis and Cost Analysis Report or the Free Market Fiduciary Investment Analysis is $500, payable in advance. For investment management through Matson Money, Diversified Strategies charges an annual fee based on assets under management (see table). These fees are collected quarterly in advance by Matson Money. Fees are negotiable. A minimum investment of $10,000 is required to participate in the Matson Fund Platform and Frontier Adjusted Portfolios.
Areas of Practice
Advisor Information
Office location
Park 80 West Plaza Ii, 250 Pehle Avenue, Suite 200, Saddle Brook, NJ, 07663
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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