Jeffrey Masucci is a registered investment advisor at J Allen Capital Advisors, LLC, based in Windham, NH, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients with $6.4M 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 $200K | 1.25% |
| $200K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Windham, NH
Get directionsHistory
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
Jeffrey is a general partner of Gamma Fund, LP through Arcana Partners, LLC, spending a few hours per week on this investment-related activity. He also serves on the board of directors for Sweet Indulgence Windham, LLC, a retail frozen dessert business, and is a partner in North Andover Investor Collaborative II, LLC, which provides investment capital; these activities take about 10-20% of his time.
Employment History
Current Registrations
J Allen Capital Advisors, LLC
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.