MasterPlan Retirement Consultants offers discretionary investment management, financial planning, and retirement plan consulting for individuals, families, and business owners. MasterPlan helps clients by analyzing their current financial situation, establishing investment goals, and monitoring portfolios. The firm often collaborates with outside money management firms and third-party managers to offer specialized investment strategies, such as tactical asset allocation, custom indexing, and private wealth management. In addition to investment oversight, MasterPlan provides comprehensive financial planning covering retirement income, taxes, estate planning, insurance, and business succession. The firm's team includes experienced professionals holding designations like Registered Financial Consultant and Chartered Federal Employee Benefits Consultant.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable based on relationship history, asset type, and portfolio size. MasterPlan also utilizes third-party managers with separate fee schedules ranging from 1.00% to 2.15%.