Mascagni Wealth Management offers financial planning and investment advice to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and non-profit organizations. Their services include financial planning, investment advice, and portfolio management through a wrap fee program. They tailor their services to each client's needs and objectives.
Assets Under Management$370M
Clients693
Advisors4
Avg. per Client$530K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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.
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