MASECO LLP offers wealth management and financial planning services primarily for individuals and families based in the United States or the United Kingdom. MASECO LLP manages both discretionary and non-discretionary investment portfolios using a multi-asset approach with model portfolios built primarily from exchange-traded funds and other pooled investment vehicles. In addition to investment management, MASECO LLP provides comprehensive wealth planning that covers tax and cash flow analysis, retirement planning, estate planning, education funding, and charitable giving. MASECO LLP typically requires a minimum of $1,000,000 in investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable in exceptional circumstances. Related family accounts can be grouped to meet minimums and determine fee rates.