Masterpiece Capital offers investment advice and manages investment portfolios for individuals and other clients. The firm creates tailored investment strategies using stocks, bonds, ETFs, and other securities. Masterpiece Capital also provides standalone financial planning and consulting services covering various areas like retirement, estate, tax, and education planning. Clients receive a summary of their financial situation and observations for financial planning engagements.
Fee Structure
Masterpiece Capital offers asset management services where they manage your investments for a fee. The annual fee will not exceed 1.50% of the value of your account. Fees are calculated quarterly based on the average daily value of your account. For clients utilizing third-party managers, the maximum annual fee will not exceed 2.00%. Fees are negotiable.