Masterson Investment Counsel is a registered investment advisor offering continuous supervision and management of client investment portfolios. They create a customized Investment Policy Statement for each client, tailoring management to the client's specific needs and preferences, including ESG and faith-based investing. Portfolio management includes dialogue with the client, a written Investment Policy Statement, continuous screening and analysis of securities, and periodic reporting.
Assets Under Management$5.8M
Clients20
Advisors1
Avg. per Client$290K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Investment advisory fees are not negotiable. Masterson Investment Counsel may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...