Advisor at Masters Legacy Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Masters Legacy Planning
Location
Linwood, NJ 08221
Credentials
Series 63, Series 65
Industry experience
23 years
Based on Masters Legacy Planning
Financial planning and consulting fees generally range from $2,500 to $10,000 (fixed fee basis, negotiable); Retirement Plan Consulting may charge a flat fee of $300 (for plans under $250,000)
$0+: Up to 1.25% annually (negotiable, maximum fee) $0 - $249,999.99: 0.25% (American Funds Model Portfolios Program program fee portion) $250,000 - $499,999.99: 0.20% (American Funds Model Portfolios Program program fee portion) $500,000 - $999,999.99: 0.15% (American Funds Model Portfolios Program program fee portion) $1,000,000+: 0.10% (American Funds Model Portfolios Program program fee portion) Less than $250,000+: $300 flat fee (Retirement Plan Consulting discretionary investment management additional fee) $250,000 - $2,999,999: 0.12% (Retirement Plan Consulting discretionary investment management additional fee) $3,000,000 - $9,999,999: 0.09% (Retirement Plan Consulting discretionary investment management additional fee) $10,000,000 - $49,999,999: 0.05% (Retirement Plan Consulting discretionary investment management additional fee) $50,000,000 - $99,999,999: 0.03% (Retirement Plan Consulting discretionary investment management additional fee) $100,000,000 or more+: 0.02% (Retirement Plan Consulting discretionary investment management additional fee)
Retirement plan consulting hourly rate up to $500
Fee-only: Financial planning and consulting fees generally range from $2,500 to $10,000 (fixed fee basis, negotiable)
650 New Road, Suite B
Linwood, NJ 08221
New Jersey
Mlp3, Llc
2018 - Present (8 years)
Commonwealth Financial Network
2005 - 2018 (13 years)
Chamberlain Financial Services
1998 - Present (28 years)
Masters Legacy Planning
1998 - 2016 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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CFP®, Series 63
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CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
CFP®
Margate City, NJ
TC Financial Management, Co Inc.
Series 65
Somers Point, NJ
Clearbrook Investment Solutions LLC
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