MasterPlan Retirement Consultants offers investment management, retirement plan services for businesses, and financial planning for individuals. For investment management, MasterPlan can use sub-advisors. Financial planning covers budgeting, retirement, insurance, and estate planning. MasterPlan also recommends third-party managers and receives referral fees from them.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
MasterPlan charges a fee based on the value of your portfolio, ranging from 0.25% to 2% per year. The exact fee is negotiable. MasterPlan may also use sub-advisors to manage your portfolio, but you won't pay any additional fees for this. MasterPlan also refers clients to third-party managers, and receives a portion of their fees.
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