MASECO LLP offers wealth management services, including financial planning and investment management, to clients with $1 million or more to invest. MASECO manages investment portfolios using a multi-asset approach, primarily using exchange-traded funds and other pooled investment vehicles. MASECO also provides wealth planning services, addressing areas such as tax, cash flow, education, retirement, investments, wealth transfer, and charitable giving. MASECO does not provide custody services.
Assets Under Management$3.8B
Clients2,806
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$640M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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 may be negotiated in exceptional circumstances. Different fees and charges apply for non-US resident clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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