Advisor at Masterson Investment Counsel
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Firm
Masterson Investment Counsel
Location
Maineville, OH
Credentials
CFA®, Series 63, Series 66
Industry experience
12 years
Michael Masterson is a CFA® charterholder with 12 years of industry experience. He is the principal of Masterson Investment Counsel, an independent advisory firm he has led since 2019. Prior to founding his firm, he worked at 1919 Investment Counsel and Bank of America. Masterson Investment Counsel provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, and institutional clients, including pension and charitable organizations. The firm uses a value-oriented investment approach based on fundamental analysis and discounted cash flow estimates, managing portfolios within customized asset-allocation targets and incorporating ESG, faith-based, or values-based guidelines when requested.
$0 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $20,000,000: 0.70% $20,000,000+: 0.60%
Account minimum: $500,000
Maineville, OH
Ohio
Masterson Investment Counsel, LLC
2019 - Present (7 years)
Bank of America
2018 - 2019 (1 year)
1919 Investment Counsel, LLC
2013 - 2018 (5 years)
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Other specialized services
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