Master Plan Wealth Management provides financial planning and investment management services. Financial planning covers retirement, estate, education funding, investment, and insurance needs. As a fee-only firm, Master Plan Wealth Management is compensated solely by client fees and does not receive commissions. Client assets are held by independent custodians.
Assets Under Management$13M
Clients14
AdvisorsN/A
Avg. per Client$900K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.63% |
| $1.5M+ | 0.31% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.