Master’s Wealth Management offers customized wealth management solutions, combining continuous portfolio management with personalized financial planning. Master’s works closely with clients to understand their investment goals, risk tolerance, and financial situation to design a tailored portfolio strategy primarily using exchange-traded funds and mutual funds. The firm also provides standalone financial planning services covering retirement planning, personal savings, education funding, and investment planning. Master’s serves individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, operating under a legal obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% annually depending on scope, complexity, and asset level. Fees are negotiable at the sole discretion of the firm.