Matson Money, Inc

CRD#110425
Investment Advisor Firm

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Learn more about Matson Money, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Matson Money, Inc is located at 5955 Deerfield Blvd., Mason, OH. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Matson Money, Inc is not a registered broker-dealer.

    Matson Money, Inc oversees $19.6 billion in assets under management across 30,605 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Matson Money, Inc includes asset-based and other fees. The firm has 2,176 high net worth clients.

    Matson Money, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $19.6 billion

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    5955 Deerfield Blvd.
    Mason, OH 45040

    Matson Money, Inc by the Numbers

    Total Assets Under Management

    $19.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    61

    National Average: 64
    Total Number of Accounts

    30,605

    National Average: 375,227
    Average Account Size

    $642.0 thousand

    National Average: $23.0 thousand
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    Products and Services

    Matson Money, Inc offers a variety of financial services, which can include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. However, Matson Money, Inc did not provide financial planning services to any of its accounts in the previous financial year. The Firm does not sell products or offer services apart from investment advisory services to its investment advisory customers.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees usually depend on the type of services offered. Fees charged by Matson Money, Inc most likely consist of some blend of the following fee structures: asset-based or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm does business with a broad range of investors. The company works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 7 clients, Matson Money, Inc's largest client group by number of accounts is investment companies, though it also serves 2176 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 7.11%
    • Other Individuals - 90.19%
    • Corporations - 2.48%
    • Charitable Organizations - 0.23%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Matson Money, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Matson Money, Inc

    Christopher French
    Scottsdale, AZ
    Cody Zindler
    Mason, OH
    Brian Debord
    Mason, OH
    Matthew Der
    Scottsdale, AZ
    John Potter
    Charlotte, NC
    Peter Kitzerow
    Mason, OH
    Heather Nelson
    Mason, OH
    Robert Gardner
    Asheville, NC
    Jeffrey Cooper
    Arden, NC

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