Masdevallia LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that matches each client's specific situation. Masdevallia LLC also offers financial plans as part of the onboarding process to determine suitability, which may include investment, life insurance, retirement, and education planning.
Assets Under Management$3.3M
Clients8
Advisors1
Avg. per Client$410K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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