Johnny Masters is a registered investment advisor at John Masters, CPA, PC, based in Atlanta, GA, with 22 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
John Masters, CPA, PC manages investment portfolios for clients, charging a fee based on the value of the assets managed. The fee is calculated quarterly and deducted from client accounts. The firm aggregates accounts for spouses and children living at home to determine the applicable rate. Clients may also incur fees charged by mutual funds or ETFs, as well as transaction fees set by the brokerage company, Charles Schwab.
Location
10 Lenox Pointe, Atlanta, GA, 30324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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