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How Masterson Investment Counsel Helps Clients – Key Takeaways:
Masterson Investment Counsel is a leading financial advisory firm that specializes in providing professional investment management and counsel to clients. The firm is known for its experienced team of financial experts who are committed to helping clients achieve their financial goals. Here are some key takeaways on how Masterson Investment Counsel helps its clients:
- Expert Financial Guidance and Advice: The team at Masterson Investment Counsel consists of highly qualified and experienced financial advisors who provide expert guidance and advice to clients. They understand the complexities of the financial markets and utilize their knowledge and expertise to help clients make informed investment decisions.
- Tailored Investment Strategies: Every client has unique financial goals and risk tolerances. Masterson Investment Counsel works closely with each client to develop a tailored investment strategy that aligns with their specific needs and objectives.
- Regular Portfolio Monitoring and Adjustments: The financial markets are constantly evolving, and so are clients’ financial goals. Masterson Investment Counsel monitors clients’ portfolios on a regular basis and makes necessary adjustments to ensure their investments stay on track towards achieving their goals.
- Long-Term Partnership: Masterson Investment Counsel values long-term partnerships with its clients. They understand that financial goals take time to achieve, and they are dedicated to helping their clients throughout their entire financial journey.
Facts and Insights
As of December 2019, Masterson Investment Counsel manages over $500 million in assets for its clients. The firm has been in business for over 20 years, providing consistent and reliable financial services to its clients. With a team of nine experienced financial advisors, Masterson Investment Counsel is committed to providing top-notch financial guidance and management to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 9 | 20+ years |
Financial Services Offered
Masterson Investment Counsel offers a range of financial services to its clients, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Wealth Management
Client Types
Masterson Investment Counsel caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to personalize their services based on their specific needs and financial goals.
Fees & Compensation
Masterson Investment Counsel offers transparent and competitive fee structures for its services. The firm charges a percentage of the assets under management as a management fee, with the rate decreasing as the assets under management increase. This fee structure ensures that the interests of the firm are aligned with those of its clients.
Background
Masterson Investment Counsel was founded in 1997 by John Masterson, a highly experienced financial advisor who has been in the industry for over 30 years. The firm has grown over the years, acquiring a team of dedicated and knowledgeable financial advisors, all committed to providing exceptional services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Masterson Investment Counsel is legally required to disclose any potential conflicts of interest to their clients. The firm prides itself on its transparent and ethical practices, ensuring that clients are fully informed and comfortable with their investment decisions.
In conclusion, Masterson Investment Counsel is a trusted and reputable financial advisory firm that provides expert guidance and management to clients. With a team of highly qualified advisors and a range of comprehensive services, the firm is well-equipped to help clients achieve their financial goals.