Masonboro Advisors offers investment management, financial planning, and sub-advisory services. For investment management, they tailor portfolios to client needs using various investment vehicles. Financial planning covers retirement, education, and estate planning. Masonboro also manages the Yield Enhancement Strategy (Y.E.S.) primarily through structured notes. They encourage regular communication and client feedback.
Assets Under Management$160M
Clients206
Advisors7
Avg. per Client$760K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees may be negotiated based on the nature of services, complexity of the client’s situation, pre-existing relationships, or other special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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