Joshua Alan Massey is a registered investment advisor managing tailored investment portfolios for clients. He gathers information about clients' goals, risk tolerance, and financial situations to create personalized investment plans. He primarily invests in closed-end funds, focusing on tender offers, rights offerings, and changes to discount rates. He also assists clients with retirement account distributions and negotiates brokerage fees. Clients can communicate with him by phone and email to discuss changes in their financial situation or investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.90% |
| $200K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
The advisor may discount the above fee schedules based upon the nature of the relationship with the client. The advisor also reserves the right to renegotiate a client from the Flat Fee schedule to the Tiered Rates Fee schedule and vice versa.