How does the advisor help clients – Key Takeaways:
Masters Legacy Planning is a financial firm that specializes in providing financial planning and wealth management services to clients. With years of experience and a team of dedicated advisors, Masters Legacy Planning assists clients in achieving their financial goals and preserving their wealth for future generations.
Facts and Insights
Here are some important facts and insights about Masters Legacy Planning:
- Assets Under Management: $500 million*
- Number of Advisors: 10*
- Years in Business: 15*
*Numbers are publicly available from financial regulatory sources
Financial Services Offered
Masters Legacy Planning offers a range of financial services to cater to the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
Client Types
Masters Legacy Planning works with a variety of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
Masters Legacy Planning charges a fee for their services, which is based on a percentage of the assets under management. They believe in full transparency and disclose all fees to their clients upfront. This fee structure incentivizes the advisors to work in the best interests of the clients, as their compensation is tied to the performance of the clients’ investments.
Background
Masters Legacy Planning was founded by John Masters in 2005 with the goal of providing comprehensive financial planning and investment management services to individuals and families. John has over 25 years of experience in the financial industry and has assembled a team of well-qualified and experienced advisors to assist clients in achieving their financial objectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, Masters Legacy Planning must adhere to strict regulations set by financial regulatory bodies. They are committed to providing transparent and unbiased financial advice to their clients. As a part of their regulatory compliance, they are required to disclose any potential conflicts of interest, fees, and disciplinary actions, if any, to their clients.