MASTERS LEGACY PLANNING

RIASEC RegisteredEst. 2018

Total AUM

$248M

Discretionary

$248M

100% of AUM

Avg account

$757K

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: LINWOOD, New Jersey
CRD number: 296314
Registered since: July 25, 2018
Website: www.masterslegacy.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI79.86%
Individuals16.96%
Corporations / Businesses3%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Masters Legacy Planning is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and some institutional clients. The firm combines financial planning with discretionary portfolio management and selection of outside advisers, which positions it to construct mixed solutions rather than purely plug-in model portfolios. Fee arrangements include a percentage of AUM, fixed fees and other fee formats, and the firm maintains an insurance-company affiliation that supports use of insurance-wrapped products where appropriate. Investment activity shows a clear preference for pooled public vehicles—mutual funds and ETFs—used as core building blocks, while selectively allocating to external alternative managers for real estate exposure. Holdings reported on the latest 13F indicate a roughly balanced split between ETFs and individual equities, with a single concentrated position in Berkshire Hathaway Inc. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.