Masterpiece Capital, LLC is a registered investment advisor based in Austin, Texas, that has been in business since 2017. The firm offers comprehensive asset management and standalone financial planning and consulting services. For asset management, Masterpiece Capital creates tailored portfolios of stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, and may also utilize third-party money managers. Portfolios are continuously monitored and rebalanced according to each client's specific goals, risk tolerance, and time horizon. The firm also offers financial planning covering retirement, estate, tax, charitable, education, and real estate planning, as well as business consulting. Masterpiece Capital manages assets primarily on a discretionary basis, meaning they make trades on behalf of clients without needing prior approval for each transaction. The firm recommends qualified custodians such as SEI Private Trust Company, Charles Schwab, and Equity Trust Company to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee for asset management services will not exceed 1.50%. When utilizing third-party managers, the maximum annual fee will not exceed 2.00%. Fees are negotiable.