The Mass Group provides financial advice and portfolio management, focusing on UK pension plans, IRA rollovers, and general investment accounts. They assist clients with transferring UK pensions to self-invested personal pensions (SIPPs) and offer ongoing management. They also provide guidance on UK state pension options and IRA rollovers. The Mass Group creates tailored financial plans and investment strategies based on client risk profiles. They do not offer tax advice and recommend clients seek their own tax advice.
Fee Structure
The Mass Group offers ongoing portfolio management services for personal investment accounts and retirement accounts. The fees range from 0.5% to 1.5% of the value of the assets managed, depending on the level of management required. These fees are negotiable and paid directly by the custodian to The Mass Group, either monthly or quarterly.