MASECO Asia Limited offers investment management, wealth planning, and financial modeling services. Investment management involves managing client portfolios using a risk-based approach with model portfolios consisting of mutual funds, exchange-traded funds (ETFs), and individual securities. Wealth planning and financial modeling are integrated into the process to create a holistic view of the client's financial situation, covering areas like tax, cash flow, education, retirement, and estate planning. MASECO requires a minimum of $500,000 to invest, but this may be negotiable.
Assets Under Management$82M
Clients56
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
For portfolios between $500,000 to $1,000,000, a flat 1% fee may be applied on a case-by-case basis. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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