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
Cimarron Professional Park, 142 Cimarron Park Loop, Suite F, Buda, TX, 78610
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alan is a clinical dentist and an Investment Advisor Representative (IAR) with Wealth Strategies Inc, dedicating nearly full-time and about half his time respectively. He also has several real estate and accounting-related activities, and assists with his wife's law practice.