Masdevallia is a registered investment advisor based in Youngstown, Ohio, founded in 2013 and led by Sean Daniel Turner. Masdevallia provides ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and builds diversified portfolios primarily using index funds, mutual funds, exchange-traded funds, fixed income securities, and real estate investment trusts. Masdevallia also utilizes options strategies when appropriate and reviews life and health insurance needs as part of the planning process. Financial planning services are included as part of the onboarding and portfolio management relationship at no extra charge. Masdevallia requires clients to hold their accounts and execute trades through Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are non-negotiable and calculated daily based on trading days. Financial planning is included at no extra cost.