Master Plan Advisory, Inc.
Master Plan Advisory, Inc. (CRD# 124782) is a financial advisory firm headquartered in , . They manage $7,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$350,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)