Donald Masters
Donald Masters is a registered investment advisor at Masters Tax and Financial Planning LLC, based in Statesville, NC, with 5 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 54 clients with $32M 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 $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets over $5,000,000 are negotiable.
Fee Estimator
Location
246 E Broad Street, Statesville, NC, 28677
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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
Donald is a Certified Public Accountant and owner of an accounting and tax CPA firm, dedicating full-time hours to it. He also owns 49% of EMBL LLC.
Employment History
Current Registrations
Masters Tax and Financial Planning LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Avantax Advisory Services
Avantax Investment Services, 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.