The average financial planner charges you a percentage of the total holdings in your portfolio, this is called an asset under management (A.U.M.) pricing model. Some planners charge a commission on every purchase or transaction.
At Maestro Associates we believe in simplicity and transparency. Our flat fee model ensures that you have flexibility to make adjustments to your financial plan as often as necessary without being surprised by transaction fees. Whether you are managing a large portfolio or just getting started, everything is up-front and on-the-table so you know exactly what you are paying for.
Our clients benefit from a broad range of services, including:
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Investment strategy
- Business support
- Insurance
Let's sit down and get started.
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