Maslar Financial offers financial planning, investment management, financial education, insurance services, and financial consulting. Services can be comprehensive or focused on specific needs. Maslar Financial acts as a fiduciary, prioritizing client interests. The firm uses a long-term investment strategy based on Modern Portfolio Theory, recommending diversified portfolios with index funds and ETFs.
Assets Under Management$2.9M
Clients18
Advisors1
Avg. per Client$160K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $1.1M | 0.80% |
| $1.1M+ | 0.50% |
Minimum fee of $250 for the first $50,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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