Massey Financial Group offers investment advice and financial services to clients. They provide asset management services, helping clients develop custom portfolios with investments like mutual funds, stocks, and bonds. They also offer financial planning services, including retirement planning, estate planning, and business planning. Massey Financial manages assets on both a discretionary and non-discretionary basis. They may recommend third-party money managers.
Assets Under Management$4M
Clients3
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Massey Financial charges a percentage of the amount you invest. The annual fee ranges from 0.50% to 2.50%, and may be negotiable depending on your circumstances. You may also pay additional advisory fees to a third-party money manager depending on which manager you select.
Loading...