Masus Financial Group provides wealth management services, which typically combine comprehensive financial planning and consulting with discretionary investment management. Masus Financial Group works closely with each client to understand their goals, risk tolerance, and financial situation before constructing a diversified portfolio consisting of mutual funds, individual stocks, and independent managers. In addition to ongoing portfolio management, Masus Financial Group offers financial planning covering retirement, taxes, estate planning, insurance, and cash flow analysis. Masus Financial Group also provides retirement plan consulting for businesses and operates as a registered investment advisor based in Batavia, Illinois.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees typically range from 0.50% to 1.50% based on asset size, complexity, and overall relationship. Fees are negotiable at the sole discretion of Masus Financial Group.