The Value Of Our Process
Matters and Control
At Masso Torrence, we have developed and refined a process which allows time-challenged individuals to simplify the complexities of your finances so you can focus on the most important moments in your life.
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Transparent, Fee-Only, Fiduciary
No commissions. No hidden fees. No proprietary products.
The costs associated with our services are discussed openly and honestly with each client we work with. Prices may vary based on the complexity of your needs and will be quoted after our initial consultation.
| Invested Assets | Cost | |
|---|---|---|
| Emerging Affluent | $0 – $500,000 | 0.30% *In addition to $5,000 wealth planning fee |
| Accumulation Phase & Distribution Phase | $0 – $500,000 | 1.25% |
| $500,001 – $1,000,000 | 0.95% | |
| $1,000,001 – $2,000,000 | 0.75% | |
| $2,000,001 – $5,000,000 | 0.60% | |
| $5,000,001 – $10,000,000 | 0.45% | |
| $10,000,001 – $25,000,000 | 0.40% | |
| $25,000,000+ | 0.30% |