Julius Mascagni
Julius Mascagni is a CFP-designated registered investment advisor at Mascagni Wealth Management, INC., based in Clinton, MS, with 37 years of industry experience. Julius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 693 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mascagni Wealth Management provides investment management through a wrap fee program. To learn about the fees for this program, you can request their Wrap Fee Program Brochure.
Location
205 E. Main Street, Clinton, MS, 39056
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
Julius is a limited partner in Cypress Bend, LP, and a member of Perry Hills, LLC and Natchez Properties, all involving land and timber investments. He dedicates minimal time to these activities.
Employment History
Current Registrations
Mascagni Wealth Management, INC.
Previous Registrations
Mascagni Wealth Management
Bts Asset Management, INC.
Investacorp, INC.Broker
State Registrations3 states
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.