Masterplan Retirement Consultants
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MasterPlan Retirement Consultants provides discretionary asset management, ERISA plan services as a 3(21) fiduciary, and financial planning & consulting. They may use sub-advisors or third-party managers. Financial planning covers budgeting, retirement, tax, insurance, and estate planning. Ongoing consulting services are also available.
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
Location
410 Villa Rica Way Sw, Suite 100, Marietta, GA, 30064