John Masters, CPA, PC provides investment advisory services, including assistance with investment diversification and allocation, and portfolio management on a discretionary basis. The firm also offers accounting, tax, estate, and probate planning services as a CPA and attorney. John Masters, the sole owner, matches investment decisions with client needs and risk tolerance.
Fee Structure
John Masters, CPA, PC manages investment portfolios for clients, charging a fee based on the value of the assets managed. The fee is calculated quarterly and deducted from client accounts. The firm aggregates accounts for spouses and children living at home to determine the applicable rate. Clients may also incur fees charged by mutual funds or ETFs, as well as transaction fees set by the brokerage company, Charles Schwab.