Money Masters, LLC is a pension cosultant based in Cincinnati. It manages $9.36 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, Illinois, and 6 other states.
Money Masters provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Money Masters, LLC is $9.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 388% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Money Masters, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Money Masters, LLC performs its advisory services is located at 11500 Northlake Drive, Suite 100, Cincinnati, OH 45249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-769-4040 or by fax 513-769-4060. The normal business hours are 8:15 am to 5:15 pm on Monday - Friday.