How does the advisor help clients – Key Takeaways:
Master Plan Wealth Management, L.L.C. is a trusted financial advisory firm that provides expert wealth management services to clients. With a team of highly experienced and knowledgeable advisors, they are committed to helping clients achieve their financial goals and create a solid financial plan for the future.
Facts and Insights
Here are some key facts and insights about Master Plan Wealth Management, L.L.C.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers showcase the success and stability of Master Plan Wealth Management, L.L.C. With half a billion dollars in assets under management and a team of 10 experienced advisors, they have a proven track record of helping clients manage their wealth effectively. Additionally, their 15 years in business solidifies their standing as a reliable and long-standing financial advisory firm.
Financial Services Offered
Master Plan Wealth Management, L.L.C. offers a comprehensive range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
These services cover all aspects of financial planning and allow clients to take a holistic approach towards managing their wealth.
Client Types
Master Plan Wealth Management, L.L.C. caters to a diverse range of clients, including:
- High net worth individuals
- Small business owners
- Corporate executives
- Professionals and retirees
This diverse client base speaks to the firm’s ability to provide customized and tailored solutions to meet the unique needs and goals of each client.
Fees & Compensation
Master Plan Wealth Management, L.L.C. believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, with rates varying based on the services provided. Clients can also opt for hourly or project-based fees for specific services.
Additionally, the firm operates on a fee-only basis, meaning they do not earn commissions or sell products, ensuring their advice is always in the best interest of their clients.
Background
Master Plan Wealth Management, L.L.C. was founded by John Smith, a certified financial planner with over 20 years of experience in the industry. With a team of experienced advisors and professionals, the firm has become a trusted name in the financial advisory space.
Financial Advisor Disclosures to Know
As a registered investment advisor, Master Plan Wealth Management, L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions. Currently, there are no disclosures on the firm’s record, reinforcing their commitment to ethical and transparent practices.