Masters Legacy Planning, Inc. (Linwood)

Name: Masters Legacy Planning, Inc.
Address: 650 New Road, Suite B, Linwood, NJ, 08221
Telephone: 609-601-0800

Masters Legacy Planning, Inc. is an adviser based in Linwood. It manages $8.37 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2004.

Masters Legacy Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Masters Legacy Planning: assets under management

The assets under management (AUM) of Masters Legacy Planning, Inc. is $8.37 million. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.83 million in discretionary accounts and $1.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $148.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $220.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Masters Legacy Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Masters Legacy Planning, Inc.

Robert Joseph Chamberlain has been acting as President since 1 Mar 1998. Todd Christopher Chamberlain joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Chamberlain	President	1 Mar 1998	25% - 50%	44184
Todd Christopher Chamberlain	Vice president	1 Mar 1998	25% - 50%	2378880
Joseph William Macmichael	Chairman	1 Mar 1998	25% - 50%	316349
Matthew Pace Macmichael	Vice president	1 Mar 1998	25% - 50%	2908568

Based in Linwood

The principal office where Masters Legacy Planning, Inc. performs its advisory services is located at 650 New Road, Suite B, Linwood, NJ 08221 The mailing address of the firm is 650 New Road, Suite B, Linwood, NJ 08221. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-601-0800 or by fax 609-601-1850. The normal business hours are 9:00 a.m.-4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.masterslegacy.com.