Matson Money, INC.
Assets Under Management
$20.6B
Number of Clients
30,142
Number of Advisors
12
Average Client AUM
$682K
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)
About This Firm
Matson Money provides asset allocation investment advisory services to individuals, trusts, high net worth individuals, company retirement accounts, and other entities. Services are offered through three programs: Matson Fund Platform, Frontier Adjusted Portfolio Program, and Private Account Asset Allocation. They primarily invest in mutual funds, including the Free Market Funds and DFA funds.
Fee Structure
Financial Planning:Investment management only
I am unable to provide a fee summary because the document does not contain a fee schedule.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
5955 Deerfield Blvd., Mason, OH, 45040