Masters Tax & Financial Planning (Masters TFP) offers comprehensive financial services, including investment management, financial planning, retirement analysis, tax-efficient investment strategies, estate planning, and philanthropic strategies. Masters TFP starts with a discovery process to understand your goals, risk tolerance, and tax situation. They use this information to create a tailored investment plan. Masters TFP manages certain retirement plan assets through Pontera, a third-party platform.
Assets Under Management$32M
Clients54
Advisors2
Avg. per Client$590K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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