Masato Muso is a registered investment advisor at Aceeda Wealth Management, INC., based in Plano, TX. Masato operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aceeda Wealth Management offers two fee options for managing your investments:
- Asset-Based Fee: You'll pay 2% of your portfolio value each year, billed quarterly at 0.50%.
- Performance-Based Fee: If you qualify (have at least $1.1 million under management or a net worth over $2.2 million), you can choose to pay 20% of the profits earned in your account each quarter.
Fees may be negotiable.
Location
6900 Dallas Pkwy, Suite 300, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aceeda Wealth Management, INC.
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.