Master's Wealth Management offers financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. They create customized wealth management solutions through personal client contact and interaction, providing discretionary management and related financial planning services. Master's works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy using exchange-traded funds, mutual funds, individual stocks, and bonds.
Fee Structure
Master's Wealth Management charges a percentage of your portfolio each year, ranging from 0.25% to 1.50%. The fee is based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the advisor. Fees are paid quarterly in advance based on the average daily balance in the accounts during the prior quarter. Fees may be negotiable.