Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
MasterPlan charges fees for asset management, ERISA plan services, and financial planning. Asset management fees range from 0.25% to 2% annually, negotiable based on various factors. Financial planning is offered at $195/hour or a fixed fee between $750 and $10,000, depending on complexity. Ongoing consulting fees are up to $1,000 annually. Third-party manager fees vary depending on the manager and portfolio type.
Areas of Practice
Advisor Information
Office location
410 Villa Rica Way Sw, Suite 100, Marietta, GA, 30064
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan works as an insurance agent for Fricks and Associates, Inc. since 2018. This activity takes about half of his time.