Matson Money Review


Trust Score 87%
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Matson Money, federally registered in 1991, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 3 advisors. Matson Money manages $17 billion and provides investment advisory services for 31,738 clients (1:10580 advisor/client ratio).

The annual asset based fee is between 0.25% and 1.20% per year of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 10580 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual asset based fee is between 0.25% and 1.20% per year of assets under management.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $528,937
Hybrid Advisor No
Disciplinary History No
Total AUM $17 billion
Advisor / Client Ratio 1:10580
Headquarters Mason, OH
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