Johnny Masters is a registered investment advisor at John Masters, CPA, PC, based in Atlanta, GA, with 23 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning. Their firm serves 20 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.80% |
| $50K - $100K | 1.65% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.09% |
| $2.0M - $5.0M | 0.99% |
| $5M+ | 0.93% |
Fees are accrued monthly based on portfolio value at the beginning of the month. Accounts for spouses and children living at home are aggregated for fee calculation.
Fee Estimator
Location
10 Lenox Pointe, Atlanta, GA, 30324
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Regulatory 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.
Learn about disclosures →Other Business Activities
Johnny is a director at One Bank Holding Company and Atlanta Credit Corp, spending minimal time on each. He is also a managing member of Grand Properties, LLC, a real estate investment and rental operation, and a proprietor of a law practice, John Masters Attorney at Law, dedicating varying hours to it.
Employment History
Current Registrations
John Masters, CPA, PC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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