Masani Wealth Management, LLC

Overview

Masani Wealth Management, LLC is an independent RIA organized as an individual-owned limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines traditional wealth-management building blocks—primarily mutual funds and model portfolios—with access to third-party alternative managers in areas such as real estate, commodities and oil & gas. Masani acts as an insurance broker as part of its service mix, which complements its use of annuity products where appropriate. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements. Investment activity is dominated by pooled public funds and mutual funds, and the firm does not operate as a capital allocator or run proprietary alternative funds. It does, however, direct client capital to external managers when pursuing nontraditional exposures. Masani is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices