Michael Masterson is a CFA-designated registered investment advisor at Masterson Investment Counsel, based in Maineville, OH, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 20 clients with $5.8M 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Investment advisory fees are not negotiable. Masterson Investment Counsel may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Location
Maineville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Masterson Investment Counsel
Previous Registrations
1919 Investment Counsel, LLC
State Registrations1 state
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