Masus Financial Group provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. MFG creates customized investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, individual stocks, and independent investment managers. MFG also offers financial planning services covering investment, retirement, insurance, estate, cash flow, and tax planning. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Fee Structure
Masus Financial Group's investment management fees range from 0.50% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable.