"Fees not only may negatively impact the plan as well as the individual investor, they also negatively impact our revenue, which is why we insist you pay the least." ~ F. Patrick Cunnane MBA, CIMA®, AIFA® Managing Principal Masters Consulting Group
Masters Consulting Group understands that their clients have different needs. They offer three different payment methods, depending on the client’s needs:
- Flat fee
Fee-based services offer a number of benefits to our clients, including:
Regular, Personalized Communication
Fee-based services require regular communication. We meet at least once a year to ensure your strategies and plans are up-to-date.
Fee-based services are more transparent than commission-based services and we inform our clients of all costs in the beginning of the process.
A Mutual Incentive
Our compensation is a fixed percentage of the client’s accounts’ values. This means the payment we receive is directly proportional to the value of the client’s accounts. As a result, we are genuinely motivated to preserve our assets and seek to grow your portfolio.