Massie Financial Planning Inc. is a registered investment advisor based in Alexandria, Virginia, founded by Thomas Massie. Massie Financial Planning provides personalized investment advisory and financial planning services to individuals and high net worth individuals. For investment management, Massie Financial Planning offers discretionary and non-discretionary portfolio management, tailoring asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities to match each client's specific risk tolerance and goals. Massie Financial Planning partners with Savant Wealth Management to offer institutional-class asset allocation strategies, while also providing retail mutual fund options designed to control expenses. In addition to investment oversight, Massie Financial Planning offers financial planning consulting, covering risk management, investment planning, estate planning, financial organization, and decision-making.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the firm's discretion.
