Masters Legacy Planning provides investment management and financial planning services to individuals, families, trusts, estates, and business entities. The firm builds personalized investment portfolios and offers ongoing monitoring and review of account performance. Masters Legacy Planning assists clients with investment planning, estate planning, charitable giving, education planning, tax planning, real estate analysis, and insurance analysis. The firm partners with Commonwealth Financial Network to provide trading, custody, and administrative platform services.
Assets Under Management$250M
Clients146
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable up to a maximum annual rate of 1.25%. Alternative programs like the American Funds Model Portfolios have a maximum fee of 2.0%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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