Masani Wealth Management offers personalized financial planning and investment management services. This includes helping clients determine their financial goals, manage cash flow, plan for retirement and college, and develop tax and estate planning strategies. Masani Wealth Management provides investment advice, but the client makes the final decision on investment selection.
Assets Under Management$57M
Clients61
Advisors1
Avg. per Client$940K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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