Jean Pierre Masse is a registered investment advisor specializing in financial planning and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, Jean Pierre Masse considers a client's financial situation, risk tolerance, and goals to develop an appropriate investment strategy using asset allocation, diversification, and risk management.
Assets Under Management$4.1M
Clients9
Advisors1
Avg. per Client$460K
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
Jean Pierre Masse charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your account. This fee is paid quarterly at the end of each quarter.
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